Professional Wealth Branch Manager

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

Job summary

TD Wealth Private Wealth Management seeks a senior leader to head Investment Management for high-net-worth clients in Saanich, BC. Lead a skilled team, set objectives, and partner with business leaders to drive growth.

The role requires 10+ years in sales leadership, deep HNW knowledge, CIRO registration and a university degree. TD emphasizes client experience, risk management, and ongoing professional development.

Qualifications

• Minimum 10+ years in Sales Leadership & related industry experience.
• Deep understanding of the HNW/UHNW client sector.
• CIRO registration as a Registered Representative and Supervisor (or equivalent).

Responsibilities

• Lead a highly qualified Investment Management team.
• Collaborate with business leaders to develop plans and optimize resources.
• Develop and execute business development and growth strategies.
• Ensure a strong client experience and risk controls across the team.
• Set performance objectives and reward high performance.
• Recruit for diversity and capability to meet objectives.

Skills

Sales Leadership

HNW/UHNW client knowledge

Team leadership

Regulatory familiarity (CIRO)

Education

Undergraduate university degree

Job description

Work Location:

Saanich, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$115,600 - $163,200 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:

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

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 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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet