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Senior Manager In-field Consulting, Practice Management

Toronto, ON
Posted yesterday
Job Details:
In-person
Full-time
Experienced
Benefits:
Paid Time Off

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$108,800 - $163,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

TD Wealth provides investors and financial advisors with a broad range of Advice, brokerage, mutual fund, banking and other consumer financial products on an integrated basis. Within Wealth is the Advice business which consists of the following 2 groups:

  • Financial Planning – allows clients to work with a professional Financial Planner to develop and implement a financial plan.

  • TD Wealth Private Wealth Management – provides Advice, planning, investment management, private banking and private trust services for high-net-worth clients.

Our Practice Management team is focused on supporting the Wealth Advice team's business growth objectives through advancing the skills and capabilities of the leaders, client facing professionals, and support teams in the field. We primarily do this by offering customized consulting and coaching to drive improved client delivery, improved business performance and efficiencies in their practice. You'll champion team success by helping to execute on the strategy and initiatives to grow and evolve the Practice Management function.

Job Description:

The Senior Manager represents Practice Management in the Wealth Advice channels. The Manager is primarily responsible for the Advice Businesses Practice Management consulting and coaching capability. In addition, the Manager acts as SME in all things related to Practice Management across the wealth advisory businesses. The Manager also leads and is accountable for a team of Senior Practice Consultants and Practice Consultants. The Manager reports to the Associate Vice-President, Practice Management.

Core Accountabilities

Leadership:

  • Lead and guide a team of professionals providing best in class consulting and coaching to field professionals

    • Hiring, developing and retaining the best talent

    • Build authentic relationships to lead, coach and develop each team member to create a high performing team

    • Responsible for fostering and contributing to a positive, inclusive and constructive work environment

    • Ensure developmental plans are in place for all employees, including the creation of a succession plan

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

    • Ensure all employees understand what is expected of them through a review of accountabilities, coaching, performance discussions and Mid-year/ Year end performance discussions

    • 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 success of the team by willingly assisting others in the completion of work activities; provide training, coaching and/or guidance, as appropriate

    • 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

Business Results & Operations:

  • Work with AVP and the broader team to build a robust business plan that aligns to business strategy and plans and maximizes efficiency, impact and scale

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

  • Plan and execute on strategic activities, review and communicate results, and adjust tactics accordingly

  • Manage overall budget and expenditures to meet business objectives while increasing efficiency and effectiveness

  • Identify key metrics/criteria for success and ensure reporting mechanisms are established and implemented

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

  • Accountability for the successful delivery and execution of key programs

  • Oversight of project and technology initiatives involving team

  • Keep abreast of emerging issues, trends in area of specialization and how we continually enhance our internal capability based on best practices

  • 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 Code of Conduct

  • Be involved in your community and support TDBG charity and community initiatives

Development & Teamwork:

  • Contribute to Practice Management leadership and strategy

  • Work collaboratively with partners to achieve mutual goals and influence plans well beyond area managed

  • Facilitate key strategic discussions and provide thought leadership to executive audience (output may include strategic roadmap and/or deliverables/ frameworks/ short to long term goals etc.)

  • Development and enhancement of the in-field engagement process

  • Development of Practice Management tools and resources for Advisors to enhance client experience, client advocacy and business building

  • Partner in the development, execution, and ongoing improvement of curriculum, ad-hoc programs, master classes and boot camps

  • Contribute to Practice Management communications and strategies

  • Collaborate with all Regional Teams and National Office teams to ensure alignment to organizational goals and awareness of the work that Practice Management is delivering.

  • Responsible for ensuring effective communication to employees and/or leaders regarding programs, processes and standards as well as improving work processes and finding efficiencies through new initiatives

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

  • Act as SME on projects related to Advisor practices

  • Participate in action planning meetings and plans for TD Pulse

Job Requirements:

REQUIRED EDUCATION AND/OR ACCREDITATION

  • Undergraduate Degree

  • Planning Designation preferred

  • Strong knowledge of Coaching Practices both demonstrated and learnt

REQUIRED CAPABILITIES

  • People leadership is critical with the ability to work effectively in teams across wealth with multiple stakeholders

  • Proven ability to lead and guide a senior and diverse team

  • Experience leading a virtual team

  • Experience working in a client facing team is beneficial

  • Ability to develop business objectives and implement plans to meet specific goals

  • Possess the ability to facilitate experienced and senior audiences to a desired outcome

  • Ability to adapt quickly and manage to changing priorities

  • Strong knowledge of Financial Planning & Advisory roles

  • Strong, personal integrity, credibility, and ability to establish personal relationships quickly

  • High degree of confidence when dealing with senior leaders

  • Passionate about creating legendary client experiences at every opportunity

  • Capable of effectively leveraging and coordinating the expertise of partner specialists to develop tailored, long-term plans for client facing advisors

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet
Competition Number: R_1422787
Company Website: jobs.td.com/

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About TD Bank

About TD Bank

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.