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:

We are looking for a highly motivated, results driven wealth executive to lead a team of Senior Regional Managers and  Financial Planners in the Ontario Southwest region (The Corridor, London and Area, Simcoe, Georgian Trails, Northern Shield, Windsor Essex, 3 Lake Counties). Financial Planning is a growth engine for TD, so talent acquisition and development is critical to the business at both the planning practitioner level and the leader's roles.  The Region Head, Financial Planning reports to the VP, Head of TDW Financial Planning, and will:

• Lead sales and distribution for OSW Region Financial Planning business; grow assets, revenue, and profit while deepening relationships (i.e., key lines of P&L for the region)
• Increase SOW and market share within the region
• Frame, communicate and execute a cohesive, market relevant vision, mission and a 3-year strategy aligned with the FP national strategy.
• Execute within a sustainable operating model focused on driving improved operational effectiveness and efficiency within the region
• Formulate and drive the long-term strategy and implementation roadmap for the FP business and initiatives
• Create and implement an annual and quarterly business development plan that aligns with the TDW FP strategy and overall, Wealth Management strategy
• Lead, collaborate and provide the strategic direction of the employee experience and the FP client experience.
• Influence and lead enterprise risk policy to be more suited with client needs (Risk Appetite Statement, Policy, Oversight, Compliance)
• Build FP brand awareness and acceptance, both internally and externally, focusing on our ability to deliver best in class and integrated solutions
• Align/work effectively with key stakeholders across TD
• Effectively attract, retain and develop like-minded top talent at all levels through active ongoing coaching in the Regional Leadership team

Job Requirements:

Specific Requirements/Accreditations:

• University or post-graduate degree
• Canadian Securities Course (CSC) Conduct and Practices Handbook (CPH) Certified Financial Planner (CFP) considered an asset.

Other Qualifications/Skills/Experience:

• Proven sales management & leadership experience.
• Results driven, highly motivated individual with a track record of taking on new challenges and delivering superior results.
• Embraces change and recognized as a champion for continuous improvement.
• Outstanding people management, leadership, and coaching skills.
• Ability to build for the future by attracting and developing the very best people.
• Strong communicator, with excellent oral, written and presentation skills.
• Strong relationship management skills, the ability to impact and influence.
• Solid understanding of TDCT and Wealth management business is an asset.

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.