Senior Regional Manager, Financial Planning (Toronto)

Senior Regional Manager, Financial Planning (Toronto)

22 Sep
|
TD
|
Toronto

22 Sep

TD

Toronto

Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$115,600 - $163,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description: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. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.Job DetailsAre you a seasoned industry professional and team manager, excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so,



then we have an exciting leadership role.As Senior Regional Manager, Financial Planning, you will provide team and sales leadership, business development, referrals and ongoing mentoring to achieve targets and support a energetic culture of results.In addition, you will: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 solid 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 appetiteExperience & LeadershipMinimum 5+ years of senior leadership experience within Wealth Management, Financial Planning, or Financial Service/BankingProven experience leading, coaching, and developing high‑performing teams in a results‑driven environment.Demonstrated ability to lead within a complex, regulated workplace, balancing sales performance, client experience, and risk management.Strong track record of driving business results, including growth in assets, revenue, referrals, and client relationships.Experience partnering with senior leaders and cross‑functional stakeholders to deliver enterprise and regional initiatives.Deep understanding of financial planning, wealth advice, and mass affluent client segmentsStrong knowledge of regulatory, compliance, and risk management requirements within the Canadian wealth management industry.Demonstrated capability to lead change, influence beyond direct authority, and execute long‑term business strategies.Education & Professional CredentialsUniversity 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.Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest

📌 Senior Regional Manager, Financial Planning (Toronto)
🏢 TD
📍 Toronto

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