Financial Planning Team Manager At Td Wealth Toronto

Financial Planning Team Manager At Td Wealth Toronto

03 Aug
|
TD
|
Toronto

03 Aug

TD

Toronto

Join TD Wealth as a Regional Manager in Scarborough, Ontario, focusing on financial planning leadership. This role demands solid mentorship and strategic management to enhance client satisfaction and team success.
In this pivotal position, you'll guide a team of Wealth Advice Specialists and Financial Planners. With over five years of senior management experience, you'll lead talent development and ensure a customer-centric approach that aligns with TD Wealth’s mission. Your mentorship and strategic insights will drive performance in a highly competitive setting.
Key Responsibilities:
• Lead and develop a diverse financial planning team
• Foster committed relationships with mass affluent customers
• Ensure compliance and sound business practices




• Attend to cross-functional initiatives to improve operations
• Manage relationships to enhance the client experience
Requirements:
• University degree and 5+ years of management experience
• Registered Representative license or commitment to obtain it
• Excellent team management and communication skills
• Investment Dealer Supervisors Course completion
• Robust industry knowledge and operational insight
Drive financial success and build lasting client relationships at TD Wealth.
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📌 Financial Planning Team Manager At Td Wealth Toronto
🏢 TD
📍 Toronto

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