Regional Manager, Financial Planning

2 months ago

Brampton, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**
- This role is responsible for the remote leadership of a team of accredited Financial Planners (FPs) focused on the mass affluent customer segment and provides sales leadership, business development, referrals, and coaching to achieve targets and support overall sales culture.

**Customer**:

- Lead a team of Wealth Financial Planners (FPs) who are focused on acquiring and retaining target Mass Affluent customers; consistently delivering our Financial Planning value proposition Focus on achieving business objectives by providing sales and client experience leadership to a team of FPs
- Provide coaching, direction and motivation to deliver strong sales results, good business practices and compliance requirements
- Act as the lead coach in building the discipline and true practitioner ability of their FPs to provide sound financial advice and holistic financial plans
- Lead the client experience and client engagement model to bring value to our clients and differentiate our offering
- Ensure all customer facing activities support the client experience and enhance the brand

**Shareholder**:

- Adhere to enterprise frameworks or methodologies that relate to activities for our business area
- Ensure respective programs / policies / practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
- Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience
- Conduct meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs / policies / practices
- Lead / facilitate and/or implement actions / remediation plans to address performance / risk / governance issues
- Actively manage relationships within and across various business lines, corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

**Team**:

- Lead a high performing team; provide ongoing feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and provide regular input into employee assessments and development plans
- Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
- Lead the process of setting targets and performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner to drive results
- Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
- Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
- Contribute to the development of business segment and/or enterprise functional strategic priorities within their operational area or field of specialty
- Act as a brand champion for the Financial Planning function, TD Wealth and the Bank, both internally and externally

**Breath & Depth**
- Lead and manage a sizeable team of sales professionals in an area of moderate risk, complexity or scope, while growing talent, developing skills and capabilities to achieve career goals, support project / initiative success and achieve business results
- Accountable for team sales performance and / or delivery of solutions
- Ability to present and make recommendations to senior management and executives
- Provides coaching, mentorship and guidance to practitioners, business, executives within area of expertise
- Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function / business
- Generally reports to a Senior Manager or executive role

**Job Requirements**

**Education and/or Experience**
- University Degree/College Diploma
- 5+ Years of management experience plus 3-5 years of industry experience
- Must have one of the following completed: Certified Financial Planner (CFP) Designation or Personal Financial Planner (PFP) Designation, Personal Financial Planning Course (PFPC)
- Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) to be completed within 6 months of start date.
- Investment Dealer Supervisors Course (IDSC) to be completed within 12 months of start date
- Wealth Management Essentials (WME) to be completed within 30 months of start date

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we l

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