Professional Wealth Branch Manager

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Hours:

Line of Business:

Pay Details:

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:

Overview

The Branch Manager, Investment Management leads a team of investment professionals while driving business growth, operational excellence, and an exceptional client experience. This role is accountable for executing the branch business strategy, managing risk and financial performance, and developing talent, while ensuring compliance with regulatory and TD Wealth standards. The Branch Manager partners closely with internal and external stakeholders to grow market share and deliver strong client outcomes.

Job Description

• Lead and execute the annual branch business plan, including oversight of individual Investment Advisor business plans.
• Assess client needs, resolve complex client issues, and ensure effective referrals across TD business partners.
• Build and maintain strong referral relationships with TD Canada Trust, TD Wealth Partners, and external partners.
• Plan, execute, and evaluate marketing and business development activities to drive growth and market share.
• Manage branch budget, revenue, and expenditures to meet business objectives and improve efficiency.
• Deliver national and branch Challenge Goals and key performance targets.
• Identify business opportunities, develop strategies, and lead execution aligned with enterprise priorities.
• Maintain a strong culture of risk management, compliance, and adherence to regulatory and TD Codes of Conduct.
• Recruit, lead, coach, and develop a high?performing, diverse team; set objectives, manage performance, and support career development.
• Act as a strategic partner to senior leadership, contributing to long?term planning and operational strategy.

Job Requirements

Education & Licensing

• Undergraduate university degree required.
• Registered with CIRO as a Registered Representative and Supervisor (including Options & Derivatives Supervisor and/or Portfolio Manager).
• Life Insurance License (LLQP) required.

Experience & Skills

• 10+ years of sales leadership experience.
• Proven ability to lead large, complex teams and manage significant operational and regulatory risk.
• Strong business planning, financial management, and strategic execution capabilities.
• Demonstrated relationship?building, coaching, and inclusive leadership skills.
• Deep understanding of investment products, regulatory requirements, and wealth management practices.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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):