Lead TD Wealth Financial Planning in Barrie, Ontario, using team management and sales leadership to strengthen client relationships and service delivery.
As Senior Regional Manager, Financial Planning, you will lead Wealth Advice Specialists and Financial Planners serving mass affluent clients. You will provide business development, referrals, mentoring, and direction while managing risk, compliance, portfolio relationships, and financials. Your leadership supports targets, client loyalty, and a culture of results.
Key Responsibilities: Lead high-performing Wealth Advice Specialists and Financial Planners
Provide sales leadership, mentoring, motivation, and business development
Manage relationships, processes, regulatory requirements, and financials
Develop long-term plans and influence enterprise initiatives
Maintain client experience, brand standards, risk management, and controls
Requirements: University degree and five or more years' senior management experience
Five years of industry experience
Current CIRO Registered Representative licensing or completion within six months
Investment Dealer Supervisors Course completion where applicable
Robust communication and team management skills
Bring financial planning leadership, regulatory knowledge, and team management expertise to TD Wealth's Barrie leadership team.