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Regional Manager, Financial Planning
2 months ago
We are seeking an experienced financial industry professional and leader to join our team as a Regional Manager, Financial Planning. In this role, you will provide team and sales leadership by coaching to business development, providing an industry leading client experience and delivering the TD Wealth Financial Planning value proposition to mass affluent clients across Canada.
{"h3": "Key Responsibilities"}- Lead a team of New and Growth Financial Planners across a large geography to build and develop skills to achieve team objectives for business development, the client experience, partner referrals and building an efficient practice.
- Develop a culture of risk management and control by helping your team build efficient, scalable practices that are in line with best in class industry standards.
- Provide mentorship, direction and motivation on both proven and entrepreneurial business practices in a challenging yet collaborative environment.
- Perform comfortably in a matrix hierarchy, you provide strategic guidance to leadership on the management of the portfolio and financials, with deep industry and enterprise knowledge.
- Execute a market plan to earn market share over the long term, while ensuring short term business objectives (business development, client experience, and risk) are achieved.
- Increase the presence of the team through Social Media to build a pipeline of future candidates for the Financial Planner role and execute on the hiring plan for the region.
- Build and manage strong working relationships with One TD partners that contribute to the growth of the TD brand within your region.
- Your passion for the client experience is matched by your passion for people development, working closely with financial planners to maximize their effectiveness and performance.
- You have a demonstrated ability to develop strong business relationships with new and traditional partners.
- You have proven yourself as a proactive business developer, with the ability to coach to outbound calls, developing centers of influence, and referral business.
- Post-secondary education in a related discipline with 5 or more years of management and/or related industry experience.
- 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.
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.
{"h3": "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.
{"h3": "Additional Information"}We're committed to providing fair and equitable compensation to all our colleagues. We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
{"h3": "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.
{"h3": "Language Requirement"}N/A