Regional Director, Financial Planning and Wealth Management

7 days ago

London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly motivated and results-driven Executive Leader to lead a team of Senior Regional Managers and Financial Planners in the Eastern Canada region. As a key member of our Financial Planning and Wealth Management team, you will be responsible for driving business growth, developing and implementing strategic plans, and leading a high-performing team.

Key Responsibilities
  • Business Development and Strategy
    • Create and implement annual and quarterly business development plans that align with the TD Wealth Management strategy and overall business objectives.
    • Establish and achieve regional business objectives to support national goals.
  • Team Leadership and Development
    • Lead and develop a team of high-quality Senior Regional Managers by recruiting, training, and coaching team members.
    • Support and recognize Senior Regional Managers in their personal and professional development.
  • Client Experience and Operational Excellence
    • Lead and ensure Financial Planners promote a positive client experience at every client interaction.
    • Ensure Senior Regional Managers and Financial Planners understand and adhere to the appropriate operating policies, procedures, and controls.
  • Community and Business Partnerships
    • 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 TD Wealth Management within the community by leading and participating in community and client events.
Requirements
  • Education and Certifications
    • 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.
  • Skills and Experience
    • Proven sales management and 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.
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. We are deeply committed to being a leader in customer experience and are innovating to enhance the customer experience and build capabilities to shape the future of banking.

We offer a Total Rewards package that 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.

We are committed to providing the support our colleagues need to thrive both at work and at home. 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.

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