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 team-oriented 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 • Solid 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. #J-18808-Ljbffr