Professional Assistant Branch Manager Wealth

Professional Assistant Branch Manager Wealth

Join to apply for the Professional Assistant Branch Manager Wealth role at TD

TD Private Wealth Management is a premier full‑service brokerage and wealth management business with an unwavering focus 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. TD Private Wealth Management (PWM) is ideal for investors who are looking for professional, custom‑tailored wealth plan and investment solutions, while maintaining participation in the decision‑making process regarding their financial affairs.

Calgary, Alberta, Canada

37.5 hours per week

Gestion de patrimoine TD

La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.

Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

• Recruit, develop, and lead high‑performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.
• Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals.
• 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.
• 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 (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc.
• Ensure client needs are fully assessed and that referrals to other areas of TD Wealth are made smoothly and effectively.
• 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 offering from the ground up together with the key levers within such offering that drive superior results.
• Know & understand the competitive landscape, identify emerging industry trends across and recommend strategies to drive a competitive advantage.
• Lead in the community, developing opportunities to grow the TD PWM franchise and increasing 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.
• Recruit, develop, and lead high‑performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.
• 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, and related activities including public speaking and media appearances.
• Oversee and direct the negotiation and appropriate resolution of significant client issues, which may include liaising with internal and external ombudsmen, industry…