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 team-oriented workplace.

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)
Solid 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.

📌 Financial Planning Regional Manager At Td Surrey
🏢 TD Bank Group
📍 Surrey