Work Location:

Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

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 Senior 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

Qualifications:

• University degree preferred 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

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.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your 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.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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.

We look forward to hearing from you!

Language Requirement:

N/A.