T

TD Bank

Offers banking, loans, and wealth management.

Assistant Branch Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeVancouver, BC, CanadaIn-person

About the Job

Requirements

  • A minimum of an undergraduate university degree or related post-secondary education.
  • Currently registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative and Supervisor.
  • At least 7 years of wealth leadership experience, including branch and sales management.
  • A successful track record of recruiting, acquiring, growing, and retaining top talent, promoting diversity, building partnerships, aligning enterprise capabilities, and pursuing continuous improvement.
  • Ability to balance business realities, regulatory expectations, and best practices while leading others and pursuing opportunities as a strategist, change agent, and advocate.
  • A successful history of working in a large financial institution where success is achieved through collaboration with business partners.
  • Understanding of the importance of collaboration across the organization to leverage peer groups.
  • Ability to provide a balanced approach, remain resilient under pressure, and operate in an evolving and sometimes ambiguous environment while providing timely and decisive leadership.
  • Time management and organizational skills to meet tight deadlines, with flexibility to adapt to changing priorities.
  • Presentation and facilitation skills.

Responsibilities

  • Recruit, develop, and lead high-performance teams through personal development planning, setting performance objectives, and providing timely feedback and performance assessments.
  • Contribute to developing and implementing sales strategies to achieve business objectives and sales goals.
  • Plan and execute business development activities, review and communicate results, and adjust tactics accordingly.
  • Coach and develop employees to proactively identify client product and service needs and deliver on business sales and advice strategies and individual goals.
  • Promote the TD Private Wealth Management image and brand in the community through participation and leadership in business groups and related activities.
  • Ensure due diligence, including information accuracy, to support accurate client activities such as Know Your Client.
  • Ensure client needs are fully assessed and referrals to other areas of TD Wealth are made smoothly and effectively.
  • Engage the organization to get things done, lead others through complex change, and enhance TD’s brand.
  • Maintain a deep understanding of TD Wealth Management Advisory offerings and the key levers that drive superior results.
  • Understand the competitive landscape, identify emerging industry trends, and recommend strategies to drive competitive advantage.
  • Develop community opportunities to grow the TD Private Wealth Management franchise and increase its local-market profile.
  • Monitor emerging issues, trends, and regulatory requirements and assess their potential impacts.
  • Review and support Branch Managers in developing and executing branch business plans.
  • Lead the evolution and delivery of client experiences.
  • Promote the TD Private Wealth Management brand profile within the region through participation and leadership in business and industry groups, including public speaking and media appearances.
  • Oversee and direct negotiation and appropriate resolution of significant client issues, potentially liaising with internal and external ombudsmen and industry regulators and participating in legal proceedings.
  • Provide ongoing leadership, counsel, and oversight on compliance matters to ensure conformity with industry regulations and internal compliance, risk management, and audit policies and practices.
  • Maintain a strong understanding of the Bank’s internal risk management and audit policies and procedures, and those defined by external entities including banking authorities and industry regulators; participate in crafting policies and procedures to meet evolving regulatory requirements.
  • Follow bank operating policies and procedures and ensure employees understand and apply them.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

Recently Posted Jobs

Explore more opportunities at TD Bank

See more jobs