Join TD Wealth in Edmonton, Alberta as a Regional Manager and lead a team renowned for their financial planning expertise. Drive sales excellence while maintaining a strong client focus. As the Regional Manager, Financial Planning, you will spearhead a team responsible for providing comprehensive wealth management services.
Your role encompasses business leadership, mentoring, and fostering a team-oriented workplace focused on achieving sales and client satisfaction. Drawing on your extensive management experience and financial industry knowledge, you will guide your team toward meeting and exceeding organizational objectives. Key Responsibilities:
Oversee a diverse team of Wealth Advice Specialists
Lead business development initiatives focused on client retention
Ensure compliance with regulatory requirements and best practices
Collaborate on enterprise strategies to enhance operational effectiveness
Manage risk and uphold a strong culture of service excellence Requirements:
Degree with 10 years of senior management experience
Proven ability to inspire and develop high-performing teams
CIRO registered or willing to complete licensing
Solid regulatory and compliance acumen
Excellent interpersonal and communication skills Drive lasting impact in financial planning at TD Wealth in Edmonton, nurturing client relationships and team success.
📌 Td Wealth Regional Manager Position Edmonton
🏢 TD
📍 Edmonton