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:

Wealth Insurance Services (WISI) provides high-net worth and ultra-high-net client segments with holistic planning towards customized advice and insurance solutions. Based on the commitment to achieving what truly matters to each client, they bring a distinct team-based approach to building a wealth strategy that reflects each client's unique insurance 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.

Job Description:

Reporting into the Manager, Business Oversight & Best Practices, the Manager, National Field Associates is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of fast-paced insurance practices located across Canada a positive working environment, effective change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.

Accountabilities:

• Lead, coach, develop and oversee a diverse team of Estate Planning Advisor Associates (EPAA)
• Develop key relationships with the EPAs for continuous feedback on the EPAA(s) that support their practice
• Actively participate and contribute in WISI National Office Management Team meetings and strategic initiatives providing input and feedback as required
• Contribute to the process of setting performance objectives for the EPAA team; track, monitor and effectively address and/or reward performance in a timely manner
• Lead the recruitment and selection process for all EPAA hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Work with Business Oversight & Best Practices team to champion operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
• Remain abreast of client feedback on service quality and engage Business Oversight & Best Practices team to coach the team towards preventing issues and improving the client experience
• Champion change management initiatives to ensure implementation is smooth and adoption is early
• Assist EPAA team with day to day problem resolution and escalation requests
• Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.

Skills Required:

• 5+ years of related people manager experience
• Extensive knowledge of Insurance, industry, and carrier partners
• Requires strong knowledge of Insurance systems, applications, processes and procedures
• Possess excellent people management, coaching, and stakeholder management experience
• Requires strong process management knowledge and understanding of the business and operational functions of areas supported
• Possess excellent decision making skills
• Effectively able to handle critical and/or high-risk issues

EXPERIENCE & EDUCATION:

• Post-secondary/university degree
• (Life license Qualification Program) LLPQ
• Experience in Wealth Management is an asset

#LI-Wealth

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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