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Added 1 day ago
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Professional Assistant Branch Manager Wealth

Ottawa, ON, Canada

$96,900 - $136,800 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance. · Full-time

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Job details

Pay: $96,900 - $136,800 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.
Job type: Full-time
Experience: 7+ years of Wealth leadership experience, including branch and sales management.
Posting language: English
Posted: Oct 8, 2026

Original job description

Work Location:

Ottawa, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$96,900 - $136,800 CADThis 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:

TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high-net-worth clients with World-Class Advice and Legendary Client Experiences. TD Private Wealth Management (PWM) is ideal for investors who are looking for professional, custom-tailored wealth plan and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs.

The role of Assistant Branch Manager reports directly to the Branch Manager and is one of the key leadership positions on the TD Wealth leadership team and an integral part of TD Bank’s strategy for TD PWM. As an Assistant Branch Manager, you will be expected to reflect TD’s leadership profile and make an impact, build for the future, inspire the will to win, work effectively in teams, live transparency, show excellent judgment and demonstrate unwavering integrity. This role is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience.

Job Description:

Recruit, develop, and lead high-performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.
Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
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
Actively promote the TD Private Wealth Management image and brand within the community through participation and leadership in business groups, and related activities
Ensure necessary due diligence (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc.
Ensure client needs are fully assessed and that referrals to other areas of TD Wealth are made smoothly and effectively
Effectively engage the organization to get things done, lead others through periods of complex change, and enhance TD’s brand.
Maintain a deep understanding of TD Wealth Management Advisory offering from the ground up together with the key levers within such offering that drive superior results.
Know & understand the competitive landscape, identify emerging industry trends across and recommend strategies to drive a competitive advantage.
Lead in the community, developing opportunities to grow the TD PWM franchise and increasing our profile in the local market.
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Review and support Branch Managers in the development and execution of branch business plans.
Recruit, develop, and lead high-performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.
Lead the evolution and delivery of legendary client experiences.
Actively promote the TD PWM brand profile within the region through participation and leadership in business and industry groups, and related activities including public speaking and media appearances.
Oversee and direct the negotiation and appropriate resolution of significant client issues, which may include liaising with internal and external ombudsmen, industry regulators, and participation in legal proceedings.
Provide ongoing leadership, counsel, and oversight on compliance-related matters to ensure conformity with evolving industry regulations, internal compliance, risk management, and audit policies and practices.
Maintain 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. Participate in crafting new policies and procedures for the business to meet new and evolving regulatory requirements.
Follow and ensure employees understand and apply bank operating policies and procedures

Requirements

Undergraduate university degree or related post-secondary education at a minimum
Currently registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative and Supervisor
7+ years of Wealth leadership experience, including branch and sales management.
A successful track record of recruiting, acquiring, growing and retaining top talent, promoting diversity, building partnerships, aligning enterprise capabilities and striving to raise the bar on continuous improvement.
A proven strategist, change agent and advocate with the ability to balance business realities, regulatory expectations and best practices to lead others in pursuit of opportunities.
A successful history of 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.
Proven ability to provide a balanced approach and to stay resilient under pressure with the ability to operate in an evolving and sometimes ambiguous environment reflecting timely and decisive leadership.
Demonstrated time management and organizational skills to meet tight deadlines as well as the flexibility to adapt to changing priorities.
Confident presentation and facilitation 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 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

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More about this job

Responsibilities

The Assistant Branch Manager is responsible for providing sales leadership, recruiting and developing high-performance teams, and ensuring the delivery of legendary client experiences. They also oversee business development activities, manage regulatory compliance, and support the Branch Manager in executing business plans.

Requirements

Candidates must hold an undergraduate degree and be currently registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative and Supervisor. A minimum of 7 years of wealth leadership experience, including branch and sales management, is required.

Skills

Wealth management
Sales leadership
Talent recruitment
Business development
Performance management
Strategic planning
Regulatory compliance
Risk management
Financial advisory
Team leadership
Change management
Coaching
Public speaking
Financial analysis
Stakeholder management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Wealth Management
CIRO
Registered Representative
Branch Management
Sales Strategy
Business Development
Talent Acquisition
Performance Assessment
Risk Management
Audit Policies
Regulatory Requirements
Financial Services
Client Experience
Leadership
Strategic Planning
Change Management
Banking
Investment Solutions
Compliance
Relationship Management
Team Development
Market Analysis
Financial Planning
Professional Assistant Branch Manager

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