Work Location:
Vancouver, British Columbia, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$96,900 - $136,800 CAD
TD 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:
- Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
- Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
- Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience
- Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently
- Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the canter
- Prepare/develop agenda, and in the absence of the Market Manager lead center sales meetings
- Partner effectively with the Retail branch network, Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet
SHAREHOLDER:
- Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
- Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
- Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
- Coach and develop employees to proactively identify client product and services needs and to deliver on the business sales, advice strategies and individual goals
- Ensure necessary due diligence to support the accuracy of all client transactions / activities
- Follow and ensure employees understand and apply bank operating policies and procedures
- Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
EMPLOYEE TEAM:
- Lead a subset of highly qualified and collaborative team of professionals, which may include Senior Private Bankers and Associate Private Bankers.
- Responsible for management of the overall team providing both leadership and guidance
- Grow 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 delivered
- Co-lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
- Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
- Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
- Share 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 teams
- Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
- Contribute to the recruiting process and ensure a highly diverse, qualified workforce to achieve business objectives
- Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
- Act as a brand ambassador for the business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
- Oversee a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
- Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
- Requires expert process management knowledge and the risk profile for team processes supported
- Lead teams with multiple points of internal and external contact (may include direct contact with Clients)
- May manage over a diverse geographic jurisdiction
- Oversee management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area
- Act as second-highest point of team escalation for resolution and provides direction to resolve issues or escalate
- Involves regular contact with cross-functional teams across TDBG or external contacts and/or clients
- Generally reports to Market Manager
EXPERIENCE & EDUCATION:
- Undergraduate university degree
- Canadian Securities Course
- MF Branch Managers Compliance Officer certification (or equivalent) is required
- CFP or PFP designation (CFP preferred) is an asset
- Previous experience in Private Banking and/or Private Trust and a strong Financial Planning background
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
