Manager Client Services - Specialized Services-1

Work Location:
Vancouver, British Columbia, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$65,600 - $98,400 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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:

The TD Private Wealth Management is one of Canada's largest wealth management companies, providing a unique suite of fully integrated banking, investment, insurance, estate and trust solutions to high net-worth individuals. With an approach based on establishing close-knit, long-term, confidential relationships with a select client base, TD Private Wealth Management (PWM) provides individually structured, high-end wealth management solutions to its clients that bring together the expertise and resources of a team of multi-disciplinary experts to provide greater financial flexibility.

The Team Manager PBD is responsible for leading a team of Private Banking Associates, responsible for exceeding clients' needs for asset accumulation, preservation and growth, and for providing sales support, credit management, and account administration while delivering a legendary private client experience and delivers all services via phone and digital technology. The Private Associate team contributes to the overall growth of the business while identifying and acting on potential sales opportunities. This role reports to group manager.

accountabilities

• Leads a team Private Banking Associates
• Managing and overseeing OneTD partnership
• Helps to craft the vision that will drive a cohesive team approach and motivate all individuals to achieve individual and shared performance goals
  • Responsible for the delivery of a consistent legendary PB experience to all clients which focus on growth, profitability, productivity, client experience and risk.
  • Ensure all NEW clients receive a complete transition/ on-boarding experience, which includes a thorough client discovery process. An introduction to PB Partners and the completion of a client Wealth Strategy for all clients
  • Ensure that we conduct rediscovery meetings with EXISTING clients to add value and deliver a PB experience, as outlined above
  • Participate in the resolution of significant customer relationship issues
  • Lead by example in delivering an exceptional and integrated client experience to all PB clients & prospects
• Recruit, develop and retain a best-in-class team of Private Banking associates,
• Understand PB regulations in a virtual environment, TD operating policies and procedures to ensure the PODs operate in compliance with applicable internal and external requirements
• Responsible for analyzing recorded calls for bankers, analyzing, tracking compliance results complying with governance and control regulations unique to virtual model

• Consistently lead and facilitate sales meetings that are focused on supporting the Private Bankers, while working with our OneTD partners
• Consistently provide weekly value added, consultative coaching to the Private Bankers, with a focus on business development developing
• Established and build OneTD relationship with partners to identify a future pipeline of opportunities
• Develop productive working relationships with other key OneTD partners
• Achieve sales targets consistent with organizational objectives

• Grow, develop and manage a highly fast paced growing business segment with PB
• Partner effectively with the Retail branch network and Commercial Bank as well as other wealth management professionals to translate potential leads into business, lead presentations to key potential clients and partners
• Ensure all staff are fully aware of and are compliant with all applicable internal and external regulations, policies and procedures and all other operational accountabilities
• Model and ensure staff understand and adhere to the appropriate operating policies/procedures/controls, Bank/industry service standards, codes of conduct and maintain high ethical standards
• Respect and enforce all privacy codes and guidelines of conduct specifically in a virtual environment
• Manage employees in compliance with all HR policies, procedures and guidelines of conduct

required education and/or accreditation

MF Branch Managers Compliance Officer certification (or equivalent) is required

required capabilities

• Familiarity with Private Banking and Private Wealth Management businesses would be an asset
• Familiarity with communication software-Finesse , rivermine , Verint, Jabber
• Knowledge of Bank regulatory risk and compliance policies, processes, and requirements
• Knowledge of Retail Banking systems, applications, processes, and procedures
• Familiarity with Private Banking and Private Wealth Management businesses would be an asset
• Knowledge of and ability to explain KYC, ATF and/or AML regulations, requirements, and procedures
• Strong analytical, organizational, and planning skills
• Experience leading, developing and coaching others
• Ability to manage through influence
• Excellent Customer service skills, including ability to deal professionally with branch issues, problems and questions
• Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
• Ability to multitask and manage competing priorities effectively
• Excellent written and verbal communication skills
• Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
• Research and analytical ability to review information and draw appropriate conclusions

• Attention to detail, accuracy and good organizational skills

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