26 Aug
|
TD Bank
|
Toronto
Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD GeneralPay Details:$96,900 - $136,800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:CUSTOMER:Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectivelyNegotiate and execute an annual branch business plan and review individual business plan from each phone-based Investment AdvisorPlan and document client relationship management activities, review and communicate results and adjust plan accordinglyIdentify and develop relationships with TD Canada Trust and TD Wealth Partners to build sales and market shareManage the branch budget/expenditures to increase efficiency and effectivenessFulfil annual Challenge Goals which include National and Branch specific goals to be reviewed on an annual basisEngage phone-based advisors and support staff in ongoing endeavor to provide a legendary Client ExperienceOversee / direct the negotiation and resolution of significant client issuesSHAREHOLDER :Work closely with key business leaders to develop business plan,
ensuring the optimal use of resources and leverage TD's operating model to maximize efficiency, effectiveness and scalePlan and execute business development activities, review and communicate results, and adjust tactics accordinglyExecute on the annual business plan to deliver results aligned with business strategiesManage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectivenessProactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implementMonitor and communicate the effectiveness of strategies, programs, and practices related to own area of expertiseProtect the interests of the organization - identify and manage risks, and escape non-standard, high risk transactions / activities as necessaryKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control,
supported by effective processes in alignment with risk appetiteEnsure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE/TEAM:Lead a highly qualified and collaborative team of phone-based Investment Management professionals.Contribute to the development of business segment and/or enterprise functional strategic priorities within their operational area or field of specialtyDevelop annual and/or long term plans for own area and influences plans well beyond area managedResponsible for management of the overall team providing both leadership and guidanceSet targets and objectives for the team, and deliver resultsGrow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value deliveredLead a high performing phone-based team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and provide regular input into employee assessments and development plansLead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely mannerManage employees in compliance with all human resources policies, procedures and guidelines of conductShare knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teamsSupport an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successesRecruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectivesEstablish and foster a cohesive team; promote a fair and inclusive setting that supports a diverse workforce and encourage the team to achieve common goals and objectives #J-18808-Ljbffr
📌 Professional Wealth Branch Manager, Investment Advice Centre (Toronto)
🏢 TD Bank
📍 Toronto