Lead a high-performing financial planning team at TD Wealth in Scarborough, Ontario. This role emphasizes mentorship, strategic direction, and achieving exceptional customer experiences through effective service delivery.
As a Regional Manager at TD Wealth, you will oversee financial planning operations while fostering a culture of results and innovation. With over five years of senior management experience, you will guide a team focused on building committed customer relationships in the mass affluent segment. Your role is instrumental in achieving business development targets and maintaining compliance in a cooperative workplace.
Key Responsibilities:
• Oversee a diverse reporting function in financial planning
• Lead and mentor Wealth Advice Specialists and Financial Planners




• Manage key relationships and strategies with leadership teams
• Participate in enterprise initiatives for operational improvements
• Ensure customer activities enhance the TD brand experience
Requirements:
• University degree with 5+ years of senior management experience
• Licensed as a Registered Representative or willingness to become licensed
• Robust communication and team management skills
• Completion of Investment Dealer Supervisors Course
• Deep industry knowledge and strategic insight
Elevate your leadership career and drive results in financial planning at TD Wealth.
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📌 Regional Manager, Wealth Financial Planning Toronto
🏢 TD
📍 Toronto