Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Assistant Wealth Market Manager

$96.9k - $136.8k per year
Full-time

TD

Work Location:
Vancouver, British Columbia, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$96,900 - $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:
• Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
• Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
• Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience
• Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently
• Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the canter
• Prepare/develop agenda, and in the absence of the Market Manager lead center sales meetings
• Partner effectively with the Retail branch network, Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet

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

EMPLOYEE TEAM:
• Lead a subset of highly qualified and collaborative team of professionals, which may include Senior Private Bankers and Associate Private Bankers.
• Responsible for management of the overall team providing both leadership and guidance
• 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
• Co-lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
• Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams
• Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
• Contribute to the recruiting process and ensure a highly diverse, qualified workforce to achieve business objectives
• Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Act as a brand ambassador for the business area/function and the bank, both internally and/or externally

BREADTH & DEPTH
• Oversee a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
• Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
• Requires expert process management knowledge and the risk profile for team processes supported
• Lead teams with multiple points of internal and external contact (may include direct contact with Clients)
• May manage over a diverse geographic jurisdiction
• Oversee management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area
• Act as second-highest point of team escalation for resolution and provides direction to resolve issues or escalate
• Involves regular contact with cross-functional teams across TDBG or external contacts and/or clients
• Generally reports to Market Manager

EXPERIENCE & EDUCATION:
• Undergraduate university degree
• Canadian Securities Course
• MF Branch Managers Compliance Officer certification (or equivalent) is required
• CFP or PFP designation (CFP preferred) is an asset
• Previous experience in Private Banking and/or Private Trust and a strong Financial Planning background

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
Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Assistant Wealth Market Manager in Canada vacancy
  • $92.1k - $130k per year

     ...37.5 Line of Business: TD Wealth Pay Details: $92,100 - $...  ...Brunswick * TD Private Wealth Management is a premier full-service...  ...financial affairs. The role of Assistant Branch Manager reports...  ...increasing our profile in the local market. Keep abreast of emerging issues... 
    Suggested
    Full time
    Local area
    Work from home
    Canada
    7 days ago
  • $96.9k - $136.8k per year

     ...Ontario, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $96,900 - $136,800 CAD...  ...more specific details for this role. Job Description: The Wealth Strategy team, as part of the Wealth National Office, supports TD... 
    Suggested
    Bank staff
    Work at office
    Work from home
    Canada
    1 day ago
  • $96.9k - $136.8k per year

     ...Line of Business: Business Management, Strategy & Support Pay Details...  .... Job Description: The Wealth Strategy team is part of the...  ...TD's Wealth's performance and market share versus our peers, and...  ...manner Presenting results and assisting partners in executing next... 
    Suggested
    Bank staff
    Work at office
    Work from home
    Canada
    9 hours ago
  • $109.8k - $155k per year

     ...Hours: 37.5 Line of Business: TD Wealth Pay Details: $109,800 - $155,000 CAD...  ...Job Description: TD Private Wealth Management is a premier full-service brokerage and wealth...  ...and increasing our profile in the local market. Proactive Risk Management - Maintain... 
    Suggested
    Full time
    Local area
    Work from home

    TD

    Canada
    16 days ago
  •  ...Description: Department Overview: At TD Wealth, Advisors strive to deliver exceptional...  ...expertise and capacity of our Practice Management Team, which we believe is best-in-class....  ...business growth to help grow sustainable market share. We work in close partnership with... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Work from home
    Canada
    1 day ago
  •  ...As a Partner Marketing Manager on our growing Route to Market team, you will design and execute campaigns that drive measurable results across the funnel. We need a detail-oriented marketer who understands the digital platform partner ecosystem and knows how to translate... 
    Remote job

    EPAM Systems

    Canada
    1 day ago
  • $76k - $90k per year

     ...leading technology company that empowers marketers to reach, engage, and convert audiences with...  ...are looking for a Marketing Operations Manager t o join our Growth Marketing team. This...  ...in Ontario, Canada. It is informed by market data and the approved budget for this position... 
    Local area
    Remote work
    Work from home
    Home office

    StackAdapt

    Canada
    2 days ago
  • $70k - $86k per year

     ...leading technology company that empowers marketers to reach, engage, and convert audiences with...  ...We're looking for a Web Marketing Manager to help evolve StackAdapt's website into...  ...improve landing page performance across global markets. Explore and implement AI-enabled... 
    Internship
    Local area
    Remote work
    Work from home
    Home office

    StackAdapt

    Canada
    3 days ago
  • $65k - $70k per year

     ...Hamilton, Swatch, and Flik Flak. Job description As the Marketing & PR Manager, you will lead the planning, execution, and optimization of...  ...management to drive brand awareness, commercial performance, and market competitiveness. Starting base pay of $65,000.00 - $70,000... 
    Full time
    Work at office
    Local area

    The Swatch Group (Canada) Ltd.

    Canada
    1 day ago
  • $111.2k - $139k per year

     ...you. Job Overview: At Coursera, our Marketing and Communications team drives brand...  ...role in accelerating the global growth and market share of both our Consumer and Enterprise...  ...segments. As the Senior Partner Marketing Manager, you will be a pivotal member of the... 
    Full time
    Remote work
    Work from home
    Worldwide

    Coursera

    Canada
    5 days ago
  • $65k - $70k per year

     ...a Swatch. Job description As the E-Commerce & Digital Marketing Manager , you will lead the execution and optimization of online sales...  ...functionality, and content; adapt global assets and layouts for local market relevance while maintaining brand consistency. Working... 
    Full time
    Work at office
    Local area

    The Swatch Group (Canada) Ltd.

    Canada
    11 days ago
  • $100k - $118.75k per year

     ...leading technology company that empowers marketers to reach, engage, and convert audiences with...  ...and revenue. As we scale our go-to-market motion, we're looking for a strategic, execution...  ...Senior Email & Lifecycle Marketing Manager to own and evolve how we engage prospects... 
    Internship
    Local area
    Remote work
    Work from home
    Home office

    StackAdapt

    Canada
    4 days ago
  • $165k - $210k per year

     ...The pay details posted reflect a temporary market premium specific to this role that is...  ...corporate functions. In this Senior Counsel, Wealth Litigation role, you will join a dynamic...  ...a portfolio of regulatory matters. Manage external counsel in all aspects of litigation... 
    Full time
    Temporary work
    Work at office
    Work from home

    TD

    Canada
    6 days ago
  • $76k - $90k per year

     ...leading technology company that empowers marketers to reach, engage, and convert audiences with...  ...We're looking for a Growth Marketing Manager to lead integrated marketing campaigns and...  ...located in Ontario, Canada. It is informed by market data and the approved budget for this... 
    Local area
    Remote work
    Work from home
    Home office

    StackAdapt

    Canada
    12 hours ago
  • Assistant Manager We are more than just your local restaurant. We are a collection of hardworking small-business owners. Did you know that from coast to coast, we serve delicious choices to more than 2.5 million people in over 1,400 locations every day, or that we have... 
    Full time
    Local area
    Flexible hours
    Canada
    16 days ago
  • $81.6k - $115.2k per year

     ...Hours: 37.5 Line of Business: TD Wealth Pay Details: $81,600 - $115,200 CAD...  ...Description: As a member of Private Wealth Management, the Wealth Planning Specialist is...  ...solutions to qualifying clients of TD Wealth; Assisting advisors and relationship managers with... 
    Full time
    Work at office
    Work from home

    TD

    Canada
    23 days ago
  •  ...fun guiding a team to provide professional financial advice and help customers with their goals and key life events? As an Assistant Branch Manager , you will contribute to the TD's success by leading and coaching employees towards achieving operational excellence and... 
    Work from home
    Canada
    1 day ago
  • $47.2k - $66.6k per year

     ...Hours: 37.5 Line of Business: TD Wealth Pay Details: $47,200 - $66,600 CAD...  ...procedures Consistently exercise discretion in managing correspondence, information and all...  ...Anti-Money Laundering, Business Continuity Management) Be knowledgeable of and comply with... 
    Work from home
    Canada
    1 day ago
  • $96.9k - $136.8k per year

     ...Ontario, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $96,900 - $136,800 CAD...  ...this role. Job Description: Reporting to the Senior Manager, Wealth Advice Business Controls, the Business Management Specialist will... 
    Full time
    Work from home
    Canada
    3 hours ago
  • $100k - $300k per year

     ...THE TEAM The mission of the Product Marketing Department is to iconify our product so that...  ...product recognition. As the Senior Manager / Manager, Product Branding, you will support...  ...THE COMPENSATION At Aritzia, we provide market-leading compensation packages designed to... 
    Full time
    Internship
    Work at office

    Aritzia

    Canada
    a month ago
  •  ...Improvado is an AI-powered marketing data platform built for mid-market and enterprise teams. We help companies automate...  ...reporting. This role also involves managing data transformations in dbt and...  ..., analysis, and investigations. Manage and enhance data transformations... 
    Remote work

    Improvado

    Canada
    2 days ago
  •  ...for a  Growth Hacker to join Improvado's Marketing team. This is a hands-on execution role —...  ...advantage. We're not looking for someone to manage processes or brief agencies. We're...  ...Remote-first environment ~ Strong product/market fit: marketing data product for US-based... 
    Remote work

    Improvado

    Canada
    5 days ago
  • $45k per year

     ...setting looks and technology friendly accents have all added to the amazement of owning a Swatch. Job description The Assistant Store Manager, reporting to the Store Manager, plays a key role in managing all aspects of the store's operations. This role involves driving... 
    Full time
    Flexible hours
    Shift work

    The Swatch Group (Canada) Ltd.

    Canada
    25 days ago
  • $54k per year

     ...The Role : As an Email Marketing Specialist, you will be responsible for developing and executing email marketing campaigns that drive...  ...performance. Design and implement email marketing strategies Manage email campaign execution from concept to delivery Analyze... 
    Full time
    Remote work
    Flexible hours

    ERA Dawson Bradford Co., REALTORS

    Canada
    14 hours ago
  • $65k - $85k per year

     ...leaders, our administrative and executive assistants provide a broad range of organizational...  ...offers a wide range of capital markets products and services to corporate, government...  ...an Impact: Own and maintain calendar management for multiple leaders (Investment Banking... 
    Temporary work
    Work at office
    Immediate start
    Work from home
    Canada
    6 days ago
  • $96.9k - $136.8k per year

     ...Toronto, Ontario, Canada Hours: 37.5 Line of Business: Risk Management Pay Details: 96,900.00 - 136,800.00 CAD TD is committed...  ...for this role. Job Description: Reporting to the Head of Market Risk, XVA & Capital Optimization Desk Coverage, the Market Risk... 
    Work from home
    Canada
    1 day ago
  • $50k - $150k per year

     ...THE TEAM The mission of the Product Marketing Department is to iconify our product so that...  ...marketing priorities Develop and manage product marketing briefs, ensuring priorities...  ..., business changes, and opportunistic in-market trends THE QUALIFICATIONS The Senior... 
    Full time
    Internship
    Work at office
    Canada
    3 days ago
  • $49.05k - $73.6k per year

     ...national leader in group insurance and affinity marketing. Our Life and Health business is the...  ...to diverse incoming communications. - Manages Lawyer's calendar i.e., schedules...  ...Manager. - Provides training to legal assistants and has the ability to answer technical questions... 
    Full time
    Work at office
    Work from home
    Canada
    14 hours ago
  • $65k - $85k per year

     ...The pay details posted reflect a temporary market premium specific to this role that is...  ...colleagues and supportive leaders, our Executive Assistants provide a broad range of organizational...  ...an Impact: Own and maintain calendar management for multiple leaders (Senior Vice... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Work from home

    TD

    Canada
    3 days ago
  • $51.4k - $95k per year

     ...closely with sales traders to support clients, assist with client requests, conduct day-to-day...  ...accounts Conduct research and obtain market data through Bloomberg, Trading systems,...  ..., and performance conversations with your manager, as well as access to an online learning platform... 
    Internship
    Work at office
    Remote work
    Work from home
    Canada
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Assistant Wealth Market Manager. Be the first to apply!