Professional Wealth Branch Manager

TD•Vancouver, BC

8d•Onsite

About The Position

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.

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)

Responsibilities

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