manager, financial control

Title posted on CareerBeacon - Professional Assistant Branch Manager Wealth

Posted on April 12, 2025 by Employer details TD Bank

Job details

Work Location: Barrie, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $91,200 - $136,800 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

CUSTOMER:

1. Plan, communicate and execute on sales and business development activities to achieve branch business objectives.
2. Ensure necessary due diligence (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc.
3. Ensure client needs are fully assessed and that referrals to other areas of TD Wealth are made smoothly and effectively.
4. Assist in the negotiation and resolution of significant client issues.
5. Actively participate in branch meetings, facilitate presentations/training sessions, and arrange for guest speakers as required.
6. Actively promote the TD Private Wealth Management image and brand within the community through participation and leadership in business groups and related activities.

SHAREHOLDER:

1. Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals.
2. Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets.
3. Plan and execute business development activities, review and communicate results, and adjust tactics accordingly.
4. Coach and develop employees to proactively identify client product and services needs and to deliver on the business sales, advice strategies and individual goals.
5. Ensure necessary due diligence to support the accuracy of all client transactions/activities.
6. Follow and ensure employees understand and apply bank operating policies and procedures.
7. Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions/activities as necessary.
8. Lead relationships with business lines/corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements.
9. Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
10. Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
11. Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.

EMPLOYEE TEAM:

1. Contribute to the management of the overall team providing both leadership and guidance.
2. Set targets and objectives for the team, and deliver results.
3. 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.
4. Co-lead a high performing team; provide ongoing feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees.
5. Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner.
6. Manage employees in compliance with all human resources policies, procedures and guidelines of conduct.
7. Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships.

Advertised until

2025-05-15