Region Head, Toronto Core & Atlantic, Private Wealth Management, TD Wealth

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$155,000 - $215,000 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:

Department Overview:
Part of the TD Bank Group, TD Wealth (TDW) Private Wealth Management (PWM) provides a comprehensive range of wealth management services to high-net-worth (investable assets of at least $1,000,000) individuals, families, and organizations with wide-ranging and often-complex needs. TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. As part of our commitment to deepen client relationships, our team members collaborate closely to deliver a full spectrum of TD Wealth Private Wealth Management services – from private banking services and estate and trust planning to philanthropy, business succession and tax planning. More broadly, we bring the best of the Bank to our clients in partnership with Canadian Personal Banking, Business Banking, our TD Securities teams, and other corporate partners.

The Region Head, Toronto Core & Atlantic, Private Wealth Management, reports directly to the Head of Distribution, Private Wealth Management. This is one of the key leadership positions on the Private Wealth Management Senior Executive team and an integral part of TD Bank's strategy for TDW Private Wealth Management.

Role Accountabilities:

• Responsible for the overall sales leadership of respective regions translating strategy into actionable delivery.

• Developing a high-performance sales culture

• Lead a group of Branch Managers and Market Managers in the development and execution of their respective regional business plans.

• Driving the region’s operating performance, sales management culture, talent management strategy and tactics, as well as business development, compliance oversight and recruitment of top talent.

• Contributing to the achievement of TDW Private Wealth Management overall business results by developing and executing an annual regional business and operating plan consistent with the PWM strategy and objectives.

• Developing and preserving productive and respectful partnership relationships across TD Wealth and TD Bank

• Inspiring business and talent leadership by recruiting, developing, and leading high-performing teams through personal development planning, objective-setting and timely feedback, and performance assessments. 

• Coaching and developing executive talent by building and maintaining a succession plan for key roles in the region.

• Actively promoting the TDW PWM brand within the region by participation and leadership in business and industry groups, and related activities, including public speaking and media appearances.

• Supporting TD Bank Group-sponsored activities and other local community events.

• Overseeing and directing the negotiation and appropriate resolution of significant client issues that may include liaising with internal and external ombudsmen, and industry regulators.

• Providing ongoing leadership, counsel, and oversight on compliance-related matters to ensure conformity with evolving industry regulations, internal compliance, risk management, audit policies and practices, and delivering satisfactory audit results

Qualifications & Experience:

• Minimum of 7-10 years of distribution leadership experience, including branch and sales management.

• Ability to travel across regions within which the role is accountable for, including across Canada from time-to-time and as required.

• A successful track record of recruiting, acquiring, growing, and retaining top talent, promoting diversity and inclusion, building partnerships, aligning enterprise capabilities, and raising the bar on continuous improvement. 

• A proven ability to serve as strategist, change agent and advocate, while balancing business realities, regulatory expectations, and best practices.

• Experience working in a large financial institution where success is achieved by collaborating with other business partners.

• A clear understanding of the importance of collaboration across the organization to leverage peer groups.

• A proven ability to stay resilient under pressure and to operate in an evolving and sometimes ambiguous environment. 

• A proven ability to drive results and foster an environment of accountability and ownership.

• Demonstrated time management and organizational skills to meet tight deadlines, as well as the flexibility to adapt to changing priorities.

• Demonstrated attention to detail.

• Confident presentation and facilitation skills.

• Effective influencing skills, including strong positive written and verbal communication skills.

• Minimum of an undergraduate university degree or related post-secondary education

• Current qualification and/or registration with the Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative and Supervisor and/or PDO

Successful performance in the Region Head role requires:

• Effective People Leadership – Lead decisively, build high-performing teams, and utilize strong written and verbal communication skills. Demonstrate a proven ability to take a multi-faceted, dynamic approach to motivate, coach, and develop others in an engaging, diverse, and respectful workplace. Influence and collaborate with other senior leaders and executives across the organization. 

• Operational Excellence – Demonstrate a focus on continually improving operating performance and processes, set challenging, yet attainable goals and establish clear performance measures and expectations for your team, while building a supportive environment that allows people to stretch their capabilities to reach their full potential.

• Organizational Awareness – Effectively engage the organization to get things done, lead others through periods of complex change and enhance TD’s brand.

• Business Acumen – Employ an in-depth understanding of our wealth management advisory offering and key levers to drive superior results.  Analyze sales and financial data, identify trends, and implement specific tactics to increase revenue, reduce expenses, enhance firm profitability, and drive growth.    

• Strategic Insight –   Study the competitive landscape, looking for emerging industry trends across North America and recommend strategies to drive a competitive advantage.  Develop a compelling vision and engage others in achieving it, while providing thought leadership and constantly striving to find ways to outperform. 

• Business Development Capability –Lead in the community, develop opportunities to grow the TDW Private Wealth Management lines of business, and increase our profile in the local market.

• Proactive Risk Management – Possess a strong understanding of the Bank’s internal risk management and audit policies and procedures and those defined by external entities, including relevant banking authorities and industry regulators.  Lead with IIROC and CSA standards and regulations at the forefront of decision-making.  Actively participate in creating new policies and procedures for the business to meet new and evolving regulatory requirements.

TD Story

Founded in 1855, TD has grown from a single branch serving grain millers and merchants into one of the largest and most respected financial institutions in North America. As we continue to develop a more global, integrated approach to our businesses, it is important that every employee, regardless of location, is aware of TD's history and impressive growth story. Over 150 years of service. Read more about TD's rich history.

Our Strategy

There's never been a more exciting time for TD. We are a strong, competitive bank with clear advantages and we're leveraging our unique strengths to enhance the client experience, drive performance, and create long-term shareholder value.

With exceptional talent across our organization, and millions of loyal clients who depend on us for their financial success, we are poised to accelerate growth and deliver peer-leading performance.

Our strategy is detailed across three pillars:

 We're driving Deeper Relationships with our clients, to help them meet all of their financial needs, and accelerate growth across all our businesses.

We're building a Simpler & Faster Bank, stripping out complexity and harnessing the power of AI and digital capabilities to outpace the market and meet our clients' evolving needs.

We're bringing Disciplined Execution, sharpening our focus, driving outcomes, and holding ourselves and each other accountable to deliver.

The TD Way: Our Purpose, Promise & Culture

Our Purpose

Reimagine what banking can be for our clients, colleagues and communities.

Our purpose defines why we exist. It’s our bold ambition to shape the future of banking, not just adapt to it. We’re building a simpler, faster bank for our clients, our colleagues and our communities.

Our Promise

Remarkably human. Refreshingly simple.

Our promise is how we deliver on our purpose. It's what people feel when they interact with TD: how we show up, deliver value and bring our brand to life through every experience.

Being Remarkably Human means maintaining a personal connection and deepening trust in everything we do. It’s how we design experiences that feel genuinely helpful, compassionate and meaningful.

Being Refreshingly Simple means taking the complexity out of banking – speeding up decisions, simplifying processes and creating clarity for our clients and colleagues alike.

Our Culture

TD’s culture is a reflection of our shared beliefs, attitudes, and behaviours. When aligned with strategy, it’s a game-changing accelerator. To advance our strategic progress, we're focused on strengthening aspects of our culture – who we are and how we lead – that will help us succeed. 

Together, we call this The TD Way. It’s how we activate the strengths and capabilities of our colleagues and leaders to realize the opportunities ahead, ensuring that our culture, strategy and brand are deeply connected and brought to life in every experience we create.

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