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.
Are 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 a Regional Manager, Financial Planning , you will provide team and sales leadership, business development, referrals and ongoing mentoring to achieve targets and support a dynamic 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 goals
• Lead 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 segment
• Provide mentorship, direction and motivation on sound business practices and compliance requirements in challenging yet collaborative environment to deliver strong results
• Provide strategic partner relationship to leadership team on the management of the portfolio and financials, with deep industry and enterprise knowledge
• Participate in cross-functional / enterprise initiatives as a subject matter expert to identify and enact strategic operational efficiencies and opportunities
• Develop long-term plans for own area and influence beyond area managed
• Actively manage relationships, processes and regulatory requirements within and across business divisions
• Ensure all customer-facing activities support the client experience and improve the TD brand
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

JOB REQUIREMENTS

• University degree with over five (5) or more years’ management experience at a senior level plus five (5) years industry experience
• Should have one of the following: Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials (WME)
• Completion of the Canadian Securities Course (CSC)
• Branch Managers course and CPH to be completed within 12 months of hire
• Successful completion of Wealth Management Essentials (WME) through the Canadian Securities Institute (CSI)
• Strong communication and team management skills to exchange ideas and information with the partners and team
  

  LI-Wealth

WHO WE ARE:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Please refer the Job description for details