Lead financial planning teams at TD Wealth in Barrie, Ontario, using sales leadership and business development expertise. Full-time hours total 37.5 weekly. As Senior Regional Manager, Financial Planning, you will guide Wealth Advice Specialists and Financial Planners. You will oversee a diverse reporting function, develop talent, and support client relationships in the mass affluent segment. Your leadership will connect planning, service delivery, referrals, and regulatory requirements. Key Responsibilities:
Lead high-performing Wealth Advice Specialists and Financial Planners Provide team, sales, and business development leadership Mentor teams on business practices and compliance requirements Manage portfolio relationships, processes, and regulatory requirements Maintain risk management and control aligned with risk appetite Requirements:
University degree with over five years of senior management experience Five years of industry experience Current CIRO Registered Representative license or six-month completion commitment 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.
#J-18808-Ljbffr
Senior Financial Planning Manager in Barrie employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
