Lead financial planning and team management with TD Wealth in Barrie, Ontario, supporting personalized advice and client relationships.
As Regional Manager, Financial Planning, you will guide high-performing financial planners and Wealth Advice Specialists. You will provide sales leadership, business development, referrals, mentoring, and strategic portfolio oversight. The position supports mass affluent client relationships, regulatory requirements, risk management, and operational efficiencies across TD Wealth.
Key Responsibilities:
- Lead Wealth Advice Specialists and Financial Planners
- Provide team, sales, and business development leadership
- Mentor teams on business practices and compliance requirements
- Manage relationships, processes, and regulatory requirements
- Support client experience and TD brand improvement
Requirements:
- University degree and five or more years' senior management experience
- Five years of industry experience
- Current CIRO Registered Representative license or completion within six months
- Investment Dealer Supervisors Course completion where applicable
- Strong communication and team management skills
Bring financial planning leadership, regulatory knowledge, and relationship management expertise to TD Wealth's Barrie team.
Regional Financial Planning Manager in Barrie employer: Financeroles
Hatch is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals in risk management. Located in Mississauga, employees benefit from a dynamic environment that encourages continuous learning and growth, with ample opportunities to lead impactful projects in mining, energy, and infrastructure. The company prioritizes employee well-being and offers competitive benefits, ensuring that team members feel valued and supported in their career journeys.
