Professional Assistant Branch Manager Wealth

TD; Vancouver; On-site; CAD 97,000 - 137,000; Full time

Job summary

TD Private Wealth Management is seeking an Assistant Branch Manager in Vancouver to lead sales teams, recruit talent, and deliver an exceptional client experience. You will drive performance through coaching, development plans, and rigorous due diligence while advancing TD’s wealth advisory offerings.

The role calls for a proven leader with regulatory awareness, collaboration across partners, and the ability to navigate a dynamic financial services environment in Canada.

Qualifications

• Undergraduate university degree or related post-secondary education at a minimum.
• CIRO registration as a Registered Representative and Supervisor.
• 7+ years of Wealth leadership experience including branch and sales management.
• Strong track record in recruiting, growing and retaining top talent and building partnerships.
• A proven strategist and change agent with ability to balance business realities and regulatory expectations.
• Experience in a large financial institution and collaborating across partners.
• Understanding of collaboration across the organization to leverage peer groups.
• Ability to stay resilient under pressure and lead in evolving environments.
• Excellent time management and organizational skills with deadlines.
• Confident presentation and facilitation skills.

Responsibilities

• Recruit, develop, and lead high-performance teams through development planning and feedback.
• Contribute to sales strategies to achieve business objectives and sales goals.
• Plan and execute business development activities and adjust tactics based on results.
• Coach employees to identify client needs and deliver on sales and advisory strategies.
• Promote the TD Private Wealth Management image within the community through leadership.
• Ensure due diligence to support accuracy of client activities and Know Your Client processes.
• Engage the organization to lead through change and enhance TD's brand.
• Maintain understanding of TD Wealth Management Advisory offerings and key levers.

Skills

Wealth leadership

Sales leadership

Talent recruitment

Team development

Diversity & inclusion

Stakeholder partnerships

Change management

Regulatory awareness

Time management

Presentation skills

Education

Undergraduate degree or related post-secondary education

Job description

Work Location

Vancouver, British Columbia, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$96,900 - $136,800 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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

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.

The role of Assistant Branch Manager reports directly to the Branch Manager and is one of the key leadership positions on the TD Wealth leadership team and an integral part of TD Bank's strategy for TD PWM. As an Assistant Branch Manager, you will be expected to reflect TD's leadership profile and make an impact, build for the future, inspire the will to win, work effectively in teams, live transparency, show excellent judgment and demonstrate unwavering integrity. This role is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience.

Job Description

• 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 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 relevant banking authorities and industry regulators. Participate in crafting new policies and procedures for the business to meet new and evolving regulatory requirements.
• Follow and ensure employees understand and apply bank operating policies and procedures

Requirements

• Undergraduate university degree or related post-secondary education at a minimum
• Currently 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.
• A successful track record of recruiting, acquiring, growing and retaining top talent, promoting diversity, building partnerships, aligning enterprise capabilities and striving to raise the bar on continuous improvement.
• A proven strategist, change agent and advocate with the ability to balance business realities, regulatory expectations and best practices to lead others in pursuit of opportunities.
• A successful history of working in a large financial institution where success is achieved by collaborating with other business partners.
• A clear understanding of the importance of collaboration across the organization to leverage peer groups.
• Proven ability to provide a balanced approach and to stay resilient under pressure with the ability to operate in an evolving and sometimes ambiguous environment reflecting timely and decisive leadership.
• Demonstrated time management and organizational skills to meet tight deadlines as well as the flexibility to adapt to changing priorities.
• Confident presentation and facilitation skills.

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.
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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.

Language Requirement (Quebec only)

Sans Objet