Join TD Wealth in Edmonton as a Regional Manager, specializing in financial planning and team leadership. Focus on client retention, mentorship, and operational excellence.
In this critical management role, you'll oversee a diverse team of experts in financial services, driving strategic goals and enhancing client relationships. This position requires visionary leadership and an ability to navigate complexities while maintaining compliance and service standards. Collaborate on enterprise initiatives for lasting impact.
Key Responsibilities:
• Lead a high-performing team of financial planners
• Mentor on best practices in client services
• Manage risk and ensure compliance protocols
• Drive customer engagement and retention strategies
• Develop long-term business development plans
Requirements:
• University degree and a minimum of 10 years of management experience
• Registered Representative (CIRO) license required
• Robust leadership and communication skills
• Completed Investment Dealer Supervisors Course
• Proven expertise in wealth management and client strategies
Contribute to client success at TD Wealth by leading a results-driven team in Edmonton.
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📌 TD Wealth Regional Manager Position (Alberta)
🏢 TD
📍 Alberta