Assistant Wealth Market Manager

TD•Vancouver, BC

7d•CA$96,900 - CA$136,800•Onsite

About The Position

This role is responsible for delivering a consistent and integrated PWM experience to all clients and prospects in the Centre. The Assistant Wealth Market Manager actively demonstrates leadership in the consistent execution of the Sales and Client Engagement Model (CEM). Key responsibilities include ensuring new clients receive an enhanced on-boarding experience with a thorough discovery process, tailored Wealth Strategy, and differentiated HNW planning. Rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience. The role also participates in resolving significant client relationship issues, leveraging support from MM and Sr. Regional Business Manager. Analysis of client portfolios is completed to develop a thorough understanding and relationship with the top clients of the center. The Assistant Wealth Market Manager prepares/develops agendas and may lead center sales meetings in the absence of the Market Manager. They partner effectively with the Retail branch network, Commercial Bank, and other wealth management professionals to translate into potential leads and greater share of wallet.

Requirements

Undergraduate university degree
Canadian Securities Course
MF Branch Managers Compliance Officer certification (or equivalent) is required
Previous experience in Private Banking and/or Private Trust and a strong Financial Planning background

Nice To Haves

CFP or PFP designation (CFP preferred) is an asset

Responsibilities

Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners.
Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience.
Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently.
Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the canter.
Prepare/develop agenda, and in the absence of the Market Manager lead center sales meetings.
Partner effectively with the Retail branch network, Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet.
Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals.
Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets.
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.
Ensure necessary due diligence to support the accuracy of all client transactions / activities.
Follow and ensure employees understand and apply bank operating policies and procedures.
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary.
Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements.
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.
Lead a subset of highly qualified and collaborative team of professionals, which may include Senior Private Bankers and Associate Private Bankers.
Responsible for management of the overall team providing both leadership and guidance.
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.
Co-lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees.
Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner.
Manage employees in compliance with all human resources policies, procedures and guidelines of conduct.
Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams.
Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes.
Contribute to the recruiting process and ensure a highly diverse, qualified workforce to achieve business objectives.
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.
Act as a brand ambassador for the business area/function and the bank, both internally and/or externally.