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 PlannersProvide sales leadership, mentoring, motivation, and business developmentManage relationships, processes, regulatory requirements,



and financialsDevelop long-term plans and influence enterprise initiativesMaintain client experience, brand standards, risk management, and controlsRequirements: University degree and five or more years' senior management experienceFive years of industry experienceCurrent CIRO Registered Representative licensing or completion within six monthsInvestment Dealer Supervisors Course completion where applicableStrong communication and team management skillsBring financial planning leadership, regulatory knowledge, and team management expertise to TD Wealth's Barrie leadership team.#J-18808-Ljbffr

📌 Senior Financial Planning Regional Manager (Barrie)
🏢 Anonymous
📍 Barrie