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Senior Financial Planning Manager

1 month ago

Barrie, Ontario, Canada TD Full time

At TD, we take pride in offering a comprehensive compensation package that reflects our commitment to helping our colleagues and their families achieve their goals.

The estimated salary for this role is $108,800 - $163,200 CAD per year, plus potential commission earnings and base pay tied to local minimum wage.

About the Role

We are seeking a seasoned Senior Regional Manager, Financial Planning, to join our team at Barrie, Ontario. As a key member of our Wealth Planning team, you will play a vital role in providing high-quality financial planning and advice to clients, driving business growth, and supporting a dynamic culture of results.

This leadership position involves overseeing and leading a large, diverse reporting function for an area of significant risk, complexity, or scope. You will be responsible for mentoring, guiding, and motivating a high-performing team of Wealth Advice Specialists and Financial Planners.

Key responsibilities include:

  • Providing strategic partner relationships to the leadership team on portfolio and financial management.
  • Developing long-term plans for your area and influencing beyond managed areas.
  • Maintaining a culture of risk management and control.

To succeed in this role, you will need strong communication and team management skills, as well as experience in senior-level management and industry experience of over five years.

We value diversity and inclusion, and strive to create a workplace where everyone feels valued, respected, and empowered to contribute their best work. We welcome applications from talented individuals who share our commitment to excellence and customer satisfaction.

Please note that this role requires one of the following certifications: Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials (WME).