Professional Wealth Branch Manager

Updated: May 15, 2024 08:14 AM GMT

TD

Waterloo, ON

Work Location:

Waterloo, Ontario, Canada

Hours

37.5

Line Of Business

TD Wealth

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 a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description

CUSTOMER:
• Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively
• Negotiate and execute an annual branch business plan and review individual business plan from each Investment Advisor
• Plan and document marketing and business development activities, review and communicate results and adjust plan accordingly
• Identify and develop relationships with TD Canada Trust, TD Wealth Partners and external referral sources to build sales and market share
• Manage the branch budget/expenditures to increase efficiency and effectiveness
• Fulfil annual Challenge Goals which... More Detail