Professional Wealth Branch Manager

TD Bank; Burlington; On-site; CAD 116,000 - 163,000; Full time

Job summary

TD Bank in Burlington, Ontario, seeks a seasoned leader to head Investment Management within TD Wealth. You will manage a high-caliber team, shaping the strategy for asset growth, client discovery, and comprehensive wealth planning for high-net-worth clients.

The role emphasizes cross-functional collaboration with business leaders to optimize resources, drive performance, and enhance the client experience in a regulated, client-centric environment.

Qualifications

• 10+ years of sales leadership and relevant industry experience.
• Deep understanding of the HNW and UHNW client sector.
• Registered with CIRO as a Registered Representative and Supervisor.
• Life Insurance license (LLQP).
• Undergraduate degree is desired.

Responsibilities

• Lead a team of Investment Management professionals and guide performance.
• Collaborate with business leaders to develop strategic plans and allocate resources.
• Plan and execute business development activities; monitor results and adjust tactics.
• Drive a legendary client experience and sustain risk controls in line with TD policies.
• Recruit for hires to build a diverse, high-performing team.
• Act as a brand ambassador for the TD Wealth division and the bank.

Skills

Sales leadership

HNW/UHNW client understanding

Education

Undergraduate degree

CIRO registration

Life Insurance license LLQP

Job description

Work Location

Burlington, Ontario, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$115,600 - $163,200 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 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

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 endeavour 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. Learn more

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 col