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TD Wealth provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. Within Wealth is the Advice business which consists of the following 2 groups:
Financial Planning - allows clients to work with a professional Financial Planner to develop and implement a financial plan.
TD Wealth Private Wealth Management - provides investment management, private banking and private trust services for high net worth clients.
Our Practice Management team is focused on supporting the Wealth Advice team's business growth objectives through advancing the skills and capabilities of the leaders, client facing professionals, and support teams in the field. You'll champion team success by helping to execute on the strategy and initiatives to grow and evolve the Practice Management function. We are currently looking for a Manager, Practice Management to join the team.
Here's some of what you may be asked to perform:
Reporting to the Associate Vice-President, Practice Management, you will drive the Practice Management strategic road-map
Oversee, lead, manage and plan a diverse set of work activities involving running initiatives and communicating the progress / results of various initiatives
Forecast initiatives and prioritize with key stakeholders.
Preparation of key presentations for leadership, ensuring an integrated and aggregated view of all related activities across the Practice Management function
Identifies issues and opportunities and understands practice management trends to provide specialized advice to Senior Management and respective teams.
Provide functional and business level communications to ensure messages to stakeholders and/or employees are consistent, appropriate and aligned to business strategies and executive management direction
Identify, assess, mitigate, report on and escalate key issues as required
Lead relationships with corporate and control functions to ensure alignment with enterprise and regulatory requirements.
Manages the teams and vendors budget
What can you bring to TD? Share your credentials, but your relevant experience and knowledge can be just as likely to get our attention. It helps if you have:
7+ years relevant experience
Understands the difference between tactical and strategic planning and can easily operate between the two
Commitment to ensuring there is an integrated approach across the broader organization and enterprise-wide.
Works well independently and under tight time-lines with strong attention to detail
Experience with stakeholder management
Ability to source data from various source and distill it concisely
Skilled in building reports and creation of infographics
Sound to advanced knowledge of external competition, industry and market trends in relation to your own function or business.
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.