Professional Wealth Branch Manager - Waterloo, Canada - TD Bank

TD Bank

Verified Company

Waterloo, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Work Location:

Waterloo, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

CUSTOMER:

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Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively:

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Negotiate and execute an annual branch business plan and review individual business plan from each Investment Advisor:

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

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Identify and develop relationships with TD Canada Trust, TD Wealth Partners and external referral sources to build sales and market share:

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Manage the branch budget/expenditures to increase efficiency and effectiveness:

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Fulfil annual Challenge Goals which include National and Branch specific goals.

Challenge goals targets to be reviewed on an annual basis:

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

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Oversee / direct the negotiation and resolution of significant client issues

SHAREHOLDER:

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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:

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Plan and execute business development activities, review and communicate results, and adjust tactics accordingly:

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Execute on the annual business plan to deliver results aligned with business strategies:

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Manage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectiveness:

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

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Monitor and communicate the effectiveness of strategies, programs, and practices related to own area of expertise:

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Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary:

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Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts:

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

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Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE TEAM:

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Lead a highly qualified and collaborative team of Investment Management professionals
:

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Contribute to the development of business segment and/or enterprise functional strategic priorities within their operational area or field of specialty:

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Develop annual and/or long term plans for own area and influences plans well beyond area managed:

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Responsible for management of the overall team providing both leadership and guidance:

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Set targets and objectives for the team, and deliver results:

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Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered:

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Lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and provide regular input into employee assessments and development plans:

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

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Manage employees in compliance with all human resources policies, procedures and guidelines of conduct:

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Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes:

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

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Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives:

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

BREADTH & DEPTH
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Oversee and lead a large and/or highly complex and diverse reporting function for an area of significant risk, complexity or scope while growing talent, developing skills and capabilities to achieve career goals, support project / initiative success and achieve business results:

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Provide coaching, mentorship and guidance to practitioners, business, executives within area of expertise:

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Manage and oversee the overall discipline and strategy for the respective areas while aligning to the enterprise best practices:

- **Provide coaching, mentorship and guidance to practitioners, business, executives within area of experti