Job Description
Work Location:
Ottawa, Ontario, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$115,600 - $163 200 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:
Private Wealth Management Wealth Advice provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
This role is responsible for leading a team of specialized Wealth Management professionals, charged with asset accumulation, preservation and revenue growth, while delivering a differentiated HNW planning experience.
Accountabilities
Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects
Ensure that all new clients receive an enhanced on-boarding experience
Develop a thorough understanding and relationship with the top clients and be involved in communicating and re-assessing their personal family vision and financial Wealth Strategy
Develop a thorough understanding and relationship with the top clients ($5Mil in Wealth AUM) and be involved in communicating and re-assessing their personal family vision and financial Wealth Strategy
Lead and facilitate business development and practice management meetings, while working with TD partners and professional development teams
Work closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness and scale
Execute on the annual business plan to deliver results aligned with business strategies
Manage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectiveness
Proactively identify key business opportunities, research and recommend enhancements, develop strategies to achieve recommendations and work closely with team to execute and implement
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Lead a highly qualified and collaborative team of Wealth Management professionals, which includes Senior Private Bankers, PWM Planners, Business Succession Advisors, Estate Planning Advisor's and Trust Advisors (as applicable)
Sustain, identify strong talent, recruit and develop a diverse talent pipeline of qualified workforce to innovate and maximize individual strengths to lead to a better business outcome
Foster an environment that promotes sharing of knowledge, information, skills, and subject matter expertise among the team; ensure timely management and escalation of issues and create opportunities to collaborate with other functions and teams
Lead your team through change and create an environment where teams feel psychologically safe to challenge current practices by modeling resiliency and flexibility, communicating a compelling vision with clarity and empowering colleagues to drive innovation
Requirements
Undergraduate university degree
10 years of Sales Leadership experience that includes leading diverse specialties
CFP or PFP designation (CFP preferred) is an asset
Chartered Strategic Wealth Professional (CSWP) is a strong asset
Skilled and experienced financial services sales/marketing professional with a minimum of 7 years of relevant experience in servicing the high net worth sector
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):
Sans Objet
Ottawa, Ontario, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$115,600 - $163 200 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:
Private Wealth Management Wealth Advice provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
This role is responsible for leading a team of specialized Wealth Management professionals, charged with asset accumulation, preservation and revenue growth, while delivering a differentiated HNW planning experience.
Accountabilities
Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects
Ensure that all new clients receive an enhanced on-boarding experience
Develop a thorough understanding and relationship with the top clients and be involved in communicating and re-assessing their personal family vision and financial Wealth Strategy
Develop a thorough understanding and relationship with the top clients ($5Mil in Wealth AUM) and be involved in communicating and re-assessing their personal family vision and financial Wealth Strategy
Lead and facilitate business development and practice management meetings, while working with TD partners and professional development teams
Work closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness and scale
Execute on the annual business plan to deliver results aligned with business strategies
Manage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectiveness
Proactively identify key business opportunities, research and recommend enhancements, develop strategies to achieve recommendations and work closely with team to execute and implement
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Lead a highly qualified and collaborative team of Wealth Management professionals, which includes Senior Private Bankers, PWM Planners, Business Succession Advisors, Estate Planning Advisor's and Trust Advisors (as applicable)
Sustain, identify strong talent, recruit and develop a diverse talent pipeline of qualified workforce to innovate and maximize individual strengths to lead to a better business outcome
Foster an environment that promotes sharing of knowledge, information, skills, and subject matter expertise among the team; ensure timely management and escalation of issues and create opportunities to collaborate with other functions and teams
Lead your team through change and create an environment where teams feel psychologically safe to challenge current practices by modeling resiliency and flexibility, communicating a compelling vision with clarity and empowering colleagues to drive innovation
Requirements
Undergraduate university degree
10 years of Sales Leadership experience that includes leading diverse specialties
CFP or PFP designation (CFP preferred) is an asset
Chartered Strategic Wealth Professional (CSWP) is a strong asset
Skilled and experienced financial services sales/marketing professional with a minimum of 7 years of relevant experience in servicing the high net worth sector
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):
Sans Objet
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Market Manager Specialized Services position is now open for candidates interested in the Bank Jobs sector. This role in Ottawa offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
