Job Description

Company Overview

Our Values
At TD we\'re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars \xe2\x80\x94 physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes \xe2\x80\xa6 because when colleagues feel their best, they\'re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they\xe2\x80\x99ll always have access to the TD community and experience our culture of care.

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. 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 a customer obsessed organization, and we are 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\xe2\x80\x99ve 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\xe2\x80\x99re here to support you towards your goals. As an organization, we keep growing \xe2\x80\x93 and so will you.

Department Overview

This role is responsible for leading a team of specialized Wealth Advisory Services and Wealth Insurance Services professionals, tasked with asset accumulation, preservation and growth, while delivering a differentiated high net worth planning experience.

Job Requirements

EMPLOYEE:

• Lead a highly qualified and collaborative team of wealth management professionals, which includes High Net Worth Planners, Tax and Estate Planners, Business Success Advisors, Wealth Planning Specialists and Estate Planning Advisors.
• Develop annual and long-term plans for the growth and success of the team and collaborate with the PWM leadership team and key stakeholders to influence the overall success of the business
• Contribute to the development and execution of business segment and/or enterprise strategic priorities
• Lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken, and provide regular input into employee assessments and development plans
• 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
• Lead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• 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
• 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
• Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
• Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Lead employees in compliance with all human resources policies, procedures and guidelines of conduct
• Act as a brand ambassador for the Wealth Advisory Services and Wealth Insurance Services business and the bank, both internally and/or externally

BREADTH & DEPTH:

• Oversee and lead a large and highly complex and diverse reporting function for an area of significant risk, complexity and scope while growing talent, developing skills and capabilities, supporting project / initiative strategic priorities and achieving business results
• Provide coaching, mentorship and guidance to practitioners within the team
• Strategic partner to the PWM leadership team on the execution of the Four Wealth Pillar value proposition, including promoting engagement and the execution of opportunities identified in wealth plans and recognizing emerging trends
• Facilitate key strategic discussions and provide thought leadership to executive audience

Hours

37.5

Job Details

CLIENT:

• Responsible for the delivery of a consistent and integrated wealth planning experience to high-net worth clients and prospects, as measured in part by PWM Leadership Dashboards, which focus on client experience, growth, profitability, productivity, risk and franchise metrics
• Work with the PWM leadership team to ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, the creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
• Develop a thorough understanding and relationship with the top clients in the market and be involved in supporting their personal family vision and financial Wealth Strategy
• Consistently lead and facilitate sales meetings in the areas of wealth planning, business development, practice management and working with internal and external partners to support clients\' needs

SHAREHOLDER:

• Work closely with key business leaders to develop business plan, ensuring the optimal use of resources and leveraging TD\'s operating model to maximize efficiency, effectiveness and scale
• Execute on the annual business plan to deliver results aligned with business strategies
• Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
• Take a leadership role in the market and community by coordinating and championing regional initiatives and gathering regular feedback to improve growth strategies
• Proactively identify key business opportunities, develop strategies to achieve recommendations and work closely with team to implement ad execute
• Manage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectiveness
• Protect the interests of the organization - identify and manage risks, and escalate non-standard, high-risk transactions/activities as necessary
• Keep informed 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

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we\'re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\'re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\'s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\'s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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!

Additional Information

EXPERIENCE & EDUCATION:

• Undergraduate university degree
• 10 years of Sales Leadership experience that includes leading diverse specialties, including wealth planning and/or insurance teams
• Investment Management course, CIM or CFP is required
• Wealth planning or insurance expertise is an asset

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Wealth Distribution Sales Leadership

Time Type

Full Time

Employment Type

Regular

Pay Details

We\'re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

TD Bank