Lead TD Wealth Financial Planning in Barrie, Ontario, using team management and sales leadership to strengthen client relationships and service delivery. As Senior Regional Manager, Financial Planning, you will lead Wealth Advice Specialists and Financial Planners serving mass affluent clients. You will provide business development, referrals, mentoring, and direction while managing risk, compliance, portfolio relationships, and financials. Your leadership supports targets, client loyalty, and a culture of results. Key Responsibilities:
Lead high-performing Wealth Advice Specialists and Financial Planners Provide sales leadership, mentoring, motivation, and business development Manage relationships, processes, regulatory requirements, and financials Develop long-term plans and influence enterprise initiatives Maintain client experience, brand standards, risk management, and controls Requirements:
University degree and five or more years' senior management experience Five years of industry experience Current CIRO Registered Representative licensing 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 team management expertise to TD Wealth's Barrie leadership team.
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Senior Financial Planning Regional 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.
