Elevate your career as a Regional Manager of Financial Planning with TD Wealth in Surrey, British Columbia. Lead a high-performing team to drive sales and deliver exceptional customer experiences. This role seeks an experienced industry professional to guide Wealth Advice Specialists and Financial Planners in achieving business goals.

You’ll oversee team development, foster client relationships, and ensure compliance while supporting a culture of excellence. Your leadership will play a pivotal role in the success of TD Wealth's diverse operations. Key Responsibilities:

- Lead a diverse team to improve sales and service delivery
- Mentor Financial Planners on best practices and compliance
- Manage client relationships and enhance customer experience
- Develop long-term plans to align with team goals
- Participate in strategic cross-functional initiatives Requirements:
- Over five years of senior management experience
- Licensed or willing to become licensed with CIRO
- Solid communication and mentorship skills
- Experience in financial planning and wealth management
- Ability to manage complex regulatory requirements Apply your leadership and wealth management skills to enrich the client experience at TD Wealth.

📌 Financial Planning Regional Manager at TD (Surrey)
🏢 The Toronto-Dominion Bank (Canada)
📍 Surrey