Professional Wealth Branch Manager Job Vancouver area,BC Canada,Finance & Banking

Description

Private Wealth Management provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.

This role is responsible for leading a team of Investment Management professionals, charged with asset accumulation, preservation and revenue growth, while delivering a differentiated HNW planning experience.

Accountabilities

Lead a highly qualified and collaborative team of Investment Management professionals

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 scale

Plan and execute business development activities, review and communicate results, and adjust tactics accordingly Develop annual and/or long term plans for own area and influences plans well beyond area managed

Engage advisors and support staff in ongoing endeavor to provide a legendary Client Experience

Proactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implement

Plan and document marketing and business development activities, review and communicate results and adjust plan accordingly

Lead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner

Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives

Act as a brand ambassador for the business area/function and the bank, both internally and/or externally

Generally reports to Region Head executive

Requirements

10+ years of Sales Leadership & relevant industry experience

Deep understanding of the HNW and UHNW client sector

Undergraduate university degree

Registered with CIRO as a Registered Representative and Supervisor, including but not limited to Option & Derivatives Supervisor, Portfolio Manager

Life Insurance license (LLQP)

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.

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.

Ple…