Lead a high-performing financial planning team at TD Wealth in Edmonton, Alberta, offering personalized services for client success. This Regional Manager role focuses on business development, mentorship, and adherence to compliance standards.
At TD Wealth, you'll oversee a diverse team and foster customer relationships that drive loyalty and growth. Your leadership will guide Wealth Advice Specialists and Financial Planners to enhance service delivery and meet targets. This role is integral to developing talent while ensuring robust risk management practices.
Key Responsibilities:
• Lead a large team of Wealth Advice Specialists and Financial Planners
• Mentor staff on compliance and best business practices
• Manage portfolio and financials for strategic operations
• Develop long-term plans and engage in enterprise initiatives
• Ensure positive customer experience supporting the TD brand
Requirements:
• University degree with 5+ years management experience
• Licensed as a Registered Representative or willing to obtain
• Completion of the Investment Dealer Supervisors Course
• Robust communication and team management skills
• Deep knowledge of financial industry practices
Elevate the TD client experience through effective leadership, compliance, and financial planning.
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📌 TD Wealth Regional Manager Edmonton
🏢 The Toronto-Dominion Bank (Canada)
📍 Edmonton
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