Regional Manager, Financial Planning

at  TD Bank

JOB DESCRIPTION:

Are you an experienced financial industry professional and leader, excited to motivate a large team of high-performing Financial Planners to achieve the next level of their professional performance at TD Wealth? If so, then we have an exciting leadership role for you. As Regional Manager, Financial Planning , you will provide team and sales leadership by coaching to business development, providing an industry leading client experience and delivering the TD Wealth Financial Planning value proposition to mass affluent clients across Canada.

JOB REQUIREMENTS:

• You bring a passion for the client experience and always look for ways to enhance our service offering and consistently delivery on our value proposition
• You can lead your team through change, and continually challenge the status quo
• Your passion for the client experience is matched by your passion for people development, working closely with financial planners to maximize their effectiveness and performance
• You have a demonstrated ability to develop strong business relationships with new and traditional partners
• You have proven yourself as a proactive business developer, with the ability to coach to outbound calls, developing centers of influence, and referral business;
• Post-secondary education in a related discipline with 5 or more years of management and/or related industry experience
• Must have one of the following completed: Personal Financial Planner (PFP) Designation, Personal Financial Planning Course (PFPC)
• Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) to be completed within 6 months of start date.
• Investment Dealer Supervisors Course (IDSC) to be completed within 12 months of start date
• Wealth Management Essentials (WME) to be completed within 30 months of start date

Please refer the Job description for details