Take charge as a Regional Manager in Financial Planning, guiding a team to success. Mentorship and strategic oversight are crucial to elevating client experiences and achieving business targets.
In this leadership role, you will oversee a diverse team of financial planners and specialists committed to exceptional service delivery. Focused on relationship management and compliance, you’ll ensure the alignment of business goals with client needs. Engage in cross-functional initiatives to drive efficiency and deliver impactful results in the financial sector.
Key Responsibilities:
• Lead and develop a robust financial planning team
• Manage portfolio and financial relationships
• Deliver compliance and risk management support
• Participate in key enterprise initiatives
• Maintain a customer-centric approach in all operations
Requirements:
• University degree with senior management experience
• At least 5 years in the industry
• Must be CIRO licensed or to be obtained soon
• Excellent communication and leadership skills
• Completion of additional regulatory courses preferred
Harness your leadership skills to propel a talented team while enhancing client satisfaction and driving successful financial outcomes.
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Apply on Kit Job: kitjob.ca/job/2frwmi
📌 Expert Leader in Regional Financial Planning and Strategy (Saskatoon)
🏢 TD Securities
📍 Saskatoon
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