Professional Assistant Branch Manager Wealth

Professional Assistant Branch Manager Wealth

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

Calgary, Alberta, Canada

37.5

TD Wealth

$96,900 - $136,800 CAD

TD Private Wealth Management is a premier full-service brokerage and wealth management business focusing on mass affluent and high‑net‑worth clients. As Assistant Branch Manager, you will provide sales leadership, talent recruitment, partner relationships, and a legendary client experience.

• Recruit, develop, and lead high‑performance teams with personal development planning and performance assessments.
• Contribute to sales strategies to achieve business objectives and sales goals.
• Plan and execute business development activities, review results, and adjust tactics.
• Coach employees to identify client product and service needs and deliver on business sales, advice strategies, and individual goals.
• Promote the TD Private Wealth Management image and brand within the community through business groups and related activities.
• Ensure due diligence and accuracy of client activities (Know Your Client, etc.).
• Facilitate client needs assessment and refer to other TD Wealth areas.
• Lead through complex change and enhance the TD brand.
• Maintain deep understanding of TD Wealth Management Advisory offerings and key levers.
• Analyze competitive landscape, industry trends, and recommend strategies for competitive advantage.
• Lead community engagement to grow the TD PWM franchise.
• Monitor regulatory developments and assess impacts.
• Support Branch Managers in developing and executing branch business plans.
• Oversee resolution of significant client issues, including regulatory and legal matters.
• Provide leadership and oversight on compliance matters and risk management policies.
• Ensure employees understand and apply bank operating policies and procedures.

• Undergraduate university degree or related post‑secondary education.
• Registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative and Supervisor.
• 7+ years of wealth leadership experience, including branch and sales management.
• Track record of recruiting, growing, and retaining top talent with a focus on diversity.
• Strategic, change‑oriented leader capable of balancing business reality, regulatory expectations, and best practices.
• Experience working in a large financial institution with collaborative success.
• Strong collaboration across the organization and peer groups.
• Resilient under pressure with decisive leadership in evolving environments.
• Excellent time management and organizational skills to meet deadlines and adapt to priorities.
• Confident presentation and facilitation skills.

TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches and stores. We deliver legendary customer experiences to over 27 million households and businesses worldwide.

Base salary, variable compensation, health and well‑being benefits, retirement programs, paid time off, career development, and reward programs.

Provincial employment regulation applies. We are committed to supporting colleagues’ development and offering competitive benefits.

We provide training and onboarding sessions to ensure you have everything you need to succeed in your new role.

We will schedule interviews with candidates of interest and communicate outcomes by email or phone call.

If you need accommodations (accessible meeting rooms, captioning, etc.) to participate throughout the interview process, please let us know.

Sans Objet

Mid‑Senior level

Full‑time

Sales and Business Development

Investment Banking