Shape the future of wealth management as the Regional Manager for Financial Planning at TD Wealth in Surrey, British Columbia. Empower your team to deliver personalized client solutions and strategic growth.

In this senior role, you will lead a high-performing team dedicated to enhancing client experiences and achieving financial goals. Your expertise will guide the development of financial planners and ensure adherence to industry standards while fostering a dynamic and challenging environment.

You'll partner with leadership to optimize portfolio management for long-term success.

Key Responsibilities:

- Oversee the performance of Wealth Advice Specialists
- Drive client relationship development and retention
- Provide strategic mentorship and guidance
- Ensure compliance with regulatory frameworks
- Participate in enterprise-wide initiatives for improvement

Requirements:

- Minimum 5 years of senior management experience
- Licensed with CIRO or ability to become licensed
- Excellent team management and communication abilities
- Completion of IDSC course within required timelines
- Robust industry expertise and customer focus

Join TD Wealth and lead efforts in meaningful client engagement and team excellence.

📌 TD Wealth Regional Manager Financial Planning (Surrey)
🏢 TD Bank Group
📍 Surrey