Elevate your career as a Regional Manager in Financial Planning with TD Wealth in Surrey, British Columbia. Lead high-performing teams and enhance client relationships while driving business success.

As a Regional Manager, you’ll oversee a diverse team of Wealth Advice Specialists and Financial Planners focused on building client loyalty. Your leadership will support critical sales objectives while ensuring compliance and best practices in a collaborative environment. You will drive results through mentorship and talent development across a significant portfolio.

Key Responsibilities:
• Lead a diverse team to achieve sales and service targets
• Mentor Wealth Advice Specialists and Financial Planners
• Manage compliance and sound business practices




• Develop strategic plans for team growth and client engagement
• Support cross-functional initiatives for operational efficiency

Requirements:
• University degree with 5+ years in senior management
• Licensed as a Registered Representative (CIRO)
• Robust leadership and communication skills
• Completion of IDSC and regulatory requirements
• Proven track record in financial management

Leverage your leadership skills and drive impactful results in wealth planning at TD Wealth.
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📌 Financial Planning Regional Manager at TD (British Columbia)
🏢 TD Bank Group
📍 British Columbia