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TD

Assistant Wealth Market Manager

TD
Location
Halifax, NS
Details
Full Time
3 days ago
Company Overview

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Job Description
CUSTOMER:
  • 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 centre
  • 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

SHAREHOLDER:
  • 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


Requirements
EMPLOYEE TEAM:
  • 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

BREADTH & DEPTH
  • Oversee a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
  • Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
  • Requires expert process management knowledge and the risk profile for team processes supported
  • Lead teams with multiple points of internal and external contact (may include direct contact with Clients)
  • May manage over a diverse geographic jurisdiction
  • Oversee management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area
  • Act as second-highest point of team escalation for resolution and provides direction to resolve issues or escalate
  • Involves regular contact with cross-functional teams across TDBG or external contacts and/or clients
  • Generally reports to Market Manager

EXPERIENCE & EDUCATION:
  • Undergraduate university degree
  • Ability to register in Private Banking MF Branch Managers Compliance Officer certification is required
  • CFP or PFP designation (CFP preferred) is an asset
  • Previous experience in Wealth, Retail or Business Bank experience, with a Wealth Planning background and a strong coaching acumen


Hours
37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Category
Management and Executive