Regional Advice and Sales Director

Job Summary

The Regional Advice and Sales Director is responsible for driving advice behaviors and sales performance tactics through the execution of TD's signature sales, advice, and customer experience program. This role aims to achieve tangible benefits for shareholders, customers, and employees, with success measured by scorecard results in sales and customer experience metrics, as well as adherence to sales and advice program behaviors. The position incorporates elements of strategy, coaching, training, influence, execution, and accountability.

Key Responsibilities

• Aligns to specific geographies, serving as the primary liaison between assigned regions, product, and distribution partners.
• Oversees the deployment, adoption, and execution of the advice, sales, and customer experience program within the Region.
• Provides ongoing insight and executive-level thought leadership to senior retail leaders to enhance sales and advice behaviors and metrics.
• Acts as a conduit for key enterprise initiatives, offering strategic insight from project development to successful field adoption, while supporting senior retail leaders consultatively.
• Strategically drives advice behaviors, KPIs, and performance outcomes within the assigned region.
• Develops and implements tactics to ensure all training is completed, behaviors are executed, and results are achieved.
• Influences adoption and execution in the field, as well as necessary program improvements to drive behavioral results and performance outcomes, effectively in person and remotely.
• Provides consistent leadership, fostering a culture of ongoing feedback, performance accountability, and development.
• Spends approximately 40% of time in the field working with Store Managers, 40% coaching leaders virtually, and 20% on learning and knowledge activities.
• Contributes to building, modifying, and delivering learning/training, including the BeLegendary program, and ensures high learning completion rates.
• Responsible for change management, field engagement, education, upskilling, and sustained executional excellence.
• Leads, drives, and develops programs to positively impact customer and employee experience, often consulting as a Subject Matter Expert.
• Evaluates performance analytics, identifies scorecard gaps, pinpoints root causes related to critical behaviors, shares insights, and drives necessary changes.

Qualifications

• 4-year degree or equivalent experience.
• 10+ years of related experience required.
• 3-5 years of leadership experience in sales, operations, or customer experience.
• Strong leadership competencies including collaboration, flexibility, influence, innovation, creativity, integrity, and passion.
• Proven project management skills with the ability to influence at all levels.
• Demonstrated ability to multi-task in a fast-paced sales environment.
• Ability to negotiate, manage relationships, and influence across business lines.
• Credibility and ability to instill followership.
• Excellent written and verbal communication skills.
• Demonstrated sales administration and management ability.
• Consumer lending experience preferred.
• Strong understanding of store operations, policies, and procedures.
• Proven analytical skills.
• Proficiency in Microsoft Office Suite and ability to craft professional presentations and reports.
• Previous sales and business development experience is essential.
• Extensive regional travel required.

Customer Accountabilities

• Understands and supports the Bank's Customer Service Strategy.
• Considers the impact of decisions on TD, its Customers, and stakeholders.
• Provides the highest level of Customer service to internal partners, vendors, or Customers.
• Models quality service delivery at every interaction.

Shareholder Accountabilities

• Contributes to business objectives by driving sales and service performance.
• Understands and applies operating policies and procedures.
• Supports the timely and accurate completion of business processes and procedures.

Employee/Team Accountabilities

• Contributes to a positive work environment by aligning with the TD Model, Brand, and Culture.
• Participates in personal performance and development activities.
• Acts as a brand champion internally and externally.
• Collaborates with team members for organizational success.
• Actively seeks opportunities to improve work delivery with high quality standards.
• Takes ownership of career and aspirations, seeking diverse feedback for continuous development.
• Positively embraces change and adheres to TD's Shared Commitments.
• Engages in advancing an inclusive culture that reflects TD's diversity agenda.

Physical Requirements

This role involves continuous sedentary work, continuous multiple tasking, and continuous operation of standard office equipment. Frequent domestic travel is required. Occasional activities include responding quickly to sounds, standing, walking, moving safely in confined spaces, lifting/carrying (under 25 lbs.), squatting, bending, and reaching forward. Continuous concentration for long periods, applying common sense to problems, and reading, writing, comprehending instructions, and performing basic arithmetic are also required.

Who We Are

TD is a leading global financial institution, the fifth largest bank in North America by branches/stores. We aim to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses worldwide. Over 95,000 TD colleagues foster deep relationships, ensure disciplined execution, and build a simpler, faster banking experience, committed to being a leader in client experience.

Our Total Rewards Package

TD's Total Rewards package reflects investments in colleagues' financial, physical, and mental well-being. It includes base salary, variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Additional Information

TD is committed to providing colleagues with support for thriving at work and home through regular development conversations, training programs, and competitive benefits. We offer career development, online learning, and mentoring programs. TD fosters a respectful, inclusive workplace where diverse perspectives are valued, and individuals can unlock their full potential.

Key skills/competency

• Sales Leadership
• Customer Experience
• Strategic Planning
• Coaching
• Program Execution
• Change Management
• Business Development
• Performance Analytics
• Stakeholder Management
• Project Management