Work Location:Surrey, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$96,900 - $136,800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.:TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.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, new 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. 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.Oversee 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 goalsLead a high-performing team of Wealth Advice Specialists and Financial Planners who are focused on acquiring and retaining committed customer relationships and earned business for the mass affluent segmentProvide mentorship, direction and motivation on sound business practices and compliance requirements in challenging yet collaborative environment to deliver strong resultsProvide strategic partner relationship to leadership team on the management of the portfolio and financials,



with deep industry and enterprise knowledgeParticipate in cross-functional / enterprise initiatives as a subject matter expert to identify and enact strategic operational efficiencies and opportunitiesDevelop long-term plans for own area and influence beyond area managedActively manage relationships, processes and regulatory requirements within and across business divisionsEnsure all customer-facing activities support the client experience and improve the TD brandMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteJob RequirementsUniversity degree with over five (5) or more years' management experience at a senior level plus five (5) years industry experienceUniversity 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 monthsCompletion 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 teamWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly easy for over 27 million households and businesses in Canada, the United States and around the world.

More than 95,000 TD colleagues bring their skills, talent,



and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

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Rewards at TD includes a base salary, variable compensation, and several other 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. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Colleague DevelopmentIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.Here at TD, we hire and develop the best.Training & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.We do our best to communicate outcomes to all applicants by email or phone call.Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.Language Requirement (Quebec only):Sans Objet

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📌 Regional Manager, Financial Planning- Surrey (Vancouver)
🏢 TD
📍 Vancouver