Regional Manager, Financial Planning - C$92,100 - C$130,000 A Year (Toronto)

Regional Manager, Financial Planning - C$92,100 - C$130,000 A Year (Toronto)

14 Aug
|
TD Wealth
|
Toronto

14 Aug

TD Wealth

Toronto

Job DetailsWork Location: Saskatoon, Saskatchewan, Canada.Hours: 37.5.Line Of Business: TD Wealth.Pay Details: $92,100 - $130,000 CAD.Job DescriptionTD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, current business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.Are you a seasoned industry professional and team manager, excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so, then we have an exciting leadership role. As a Regional Manager, Financial Planning, you will provide team and sales leadership, business development, referrals and ongoing mentoring to achieve targets and support a dynamic culture of results.ResponsibilitiesOversee and lead a large and highly diverse reporting function for an area of significant risk, complexity or scope, while growing talent, developing skills and capabilities to achieve team and career goals.Lead a high-performing team of Wealth Advice Specialists and Financial Planners who focus on acquiring and retaining committed customer relationships and earned business for the mass affluent segment.Provide mentorship,



direction and motivation on sound business practices and compliance requirements in a challenging yet collaborative environment to deliver strong results.Provide strategic partner relationship to leadership team on the management of the portfolio and financials, with deep industry and enterprise knowledge.Participate in cross-functional / enterprise initiatives as a subject matter expert to identify and enact strategic operational efficiencies and opportunities.Develop long-term plans for own area and influence beyond area managed.Actively manage relationships, processes and regulatory requirements within and across business divisions.Ensure all customer-facing activities support the client experience and improve the TD brand.Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.RequirementsUniversity degree with over five (5) years of senior management experience plus five (5) years industry experience.University degree preferred, or equivalent combination of education and experience.Currently licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO), or willing to complete all requirements to become licensed within 6 months.Completion of the Investment Dealer Supervisors Course (IDSC) and additional regulatory requirements to be completed within required timeframes, where applicable.Strong communication and team management skills to exchange ideas and information with the partners and team.BenefitsTD offers a Total Rewards package that includes a base salary, variable compensation, and several key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.Additional InformationThis job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations and requirements.Training & OnboardingWe will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.Language Requirement (Quebec Only)Sans Objet#J-18808-Ljbffr

📌 Regional Manager, Financial Planning - C$92,100 - C$130,000 A Year (Toronto)
🏢 TD Wealth
📍 Toronto

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