Professional Assistant Branch Manager Wealth

Professional Assistant Branch Manager Wealth

Location: Calgary, Alberta, Canada

Hours: 37.5 hours per week

Line of Business: TD Wealth

Pay: $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  compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay offered may vary based on 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 more specific details for this role.

TD Private Wealth Management is a premier full‑service brokerage and wealth management business focused on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high‑net‑worth clients with world‑class advice and legendary client experiences. The Assistant Branch Manager reports directly to the Branch Manager and is a key leadership position on the TD Wealth leadership team and an integral part of TD Bank’s strategy for TD Private Wealth Management.

This role is responsible for providing sales leadership, talent recruitment, partner relationships, and the consistent delivery of a legendary client experience.

• Recruit, develop, and lead high‑performance teams through personal development planning, setting realistic performance objectives, and providing timely feedback and performance assessments.
• Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals.
• Plan and execute business development activities, review results, and adjust tactics accordingly.
• Coach and develop employees to proactively identify client product and service needs and deliver on the business sales, advice strategies, and individual goals.
• Actively promote the TD Private Wealth Management image and brand within the community through participation and leadership in business groups and related activities.
• Ensure necessary due diligence to support the accuracy of all client activities, e.g., Know Your Client.
• Ensure client needs are fully assessed and referrals to other areas of TD Wealth are made smoothly and effectively.
• Engage the organization to get things done, lead others through periods of complex change, and enhance TD’s brand.
• Maintain a deep understanding of TD Wealth Management Advisory offerings and the key levers that drive superior results.
• Know and understand the competitive landscape, identify emerging industry trends, and recommend strategies to drive a competitive advantage.
• Lead in the community, developing opportunities to grow the TD PWM franchise and increase our profile in the local market.
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
• Review and support Branch Managers in the development and execution of branch business plans.
• Lead the evolution and delivery of legendary client experiences.
• Actively promote the TD PWM brand profile within the region through participation and leadership in business and industry groups, including public speaking and media appearances.
• Oversee and direct the negotiation and appropriate resolution of significant client issues, liaising with internal and external ombudsmen, regulators, and participation in legal proceedings.
• Provide ongoing leadership, counsel, and oversight on compliance‑related matters to ensure conformity with evolving industry regulations, internal compliance, risk management, and audit policies and practices.
• Maintain a strong understanding of the Bank’s internal risk management and audit policies and procedures and those defined by external entities, including banking authorities and industry regulators, and participate in crafting new policies and procedures for the business.
• Follow and ensure employees…