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Associate Vice President and Region Head, Ontario West, Financial Planning, TD Wealth

2 months ago

London, Canada The Toronto-Dominion Bank (Canada) Full time
Associate Vice President and Region Head, Ontario West, Financial Planning, TD Wealth

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 approximately 7 Senior Regional Managers and 120 Financial Planners in the Eastern Canada (Quebec and Atlantic) region. 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:

  • Create and implement an annual and quarterly business development plan that aligns with the TDW FP strategy and overall Wealth Management strategy, with accountabilities in Practice Leadership, Talent Leadership, Client Experience Leadership, Partner and Community Leadership, and Operational Excellence.
  • Establish and achieve regional business objectives to support national goals. Develop and lead a team of high quality Senior Regional Managers by recruiting, training and coaching team members. Lead and apply sales management best practices.
  • Support and recognize Senior Regional Managers in their personal and professional development.
  • Lead and ensure FPs promote a positive client experience at every client interaction.
  • Ensure Senior Regional Managers and FPs understand and adhere to the appropriate operating policies, procedures, and controls.
  • Establish a strong and productive relationship with TDCT, Wealth and other business partners to deliver an exceptional client experience, maximize referral business, and drive results.
  • Actively raise the profile of TDW FP within the community by leading and participating in community and client events.
  • Lead/participate in national projects as required.

Job Requirements:

Specific Requirements/Accreditations:

  • University or post-graduate degree
  • Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Certified Financial Planner (CFP), or Intuit Quebecois de Planification Financière (IQPF) considered an asset
  • Fluency in French (speaking and writing)

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.

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.

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.

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.

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

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