At a Glance
- Tasks: Lead a dynamic team of financial planners and drive business growth.
- Company: Join TD, a top global financial institution with a commitment to client experience.
- Benefits: Enjoy competitive salary, health benefits, and career development opportunities.
- Other info: Embrace a culture of growth and diverse perspectives at TD.
- Why this job: Make a real impact in wealth management while mentoring a high-performing team.
- Qualifications: 5+ years of management experience and strong communication skills required.
The predicted salary is between 96900 - 136800 $ per year.
Work Location: Barrie, Ontario, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $96,900 - $136,800 CAD
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. The 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.
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 a 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.
- Currently licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO), or willing to complete all requirements to become licensed within 6 months.
- Completion of the Investment Dealer Supervisors Course (IDSC) and additional regulatory requirements to be completed within required timeframes, where applicable.
- Strong communication and team management skills to exchange ideas and information with the partners and team.
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.
Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Regional Manager, Financial Planning 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.
