Senior regional manager, financial planning
4 weeks ago
Lieu de travail: Canada
Horaire: 37.5
Secteur d’activité: Gestion de patrimoine TD
Détails de la rémunération : Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.
Description du poste: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.
Responsibilities:- 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
- 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
La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.
Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.
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