Senior Financial Planning Leader
1 week ago
Overview
TD Wealth is a leading provider of wealth planning and protection solutions. Our team takes a sophisticated approach to understanding client goals and delivering highly personalized advice, solutions, and service.
We are seeking a Senior Regional Manager, Financial Planning, to lead our financial planning team in a large and diverse reporting function with significant risk, complexity, or scope.
Job Summary
The successful candidate will provide team and sales leadership, business development, referrals, and ongoing mentoring to achieve targets and support a dynamic culture of results.
Key Responsibilities:
- Leadership and Oversight: Oversee and lead a large and highly diverse reporting function for an area of significant risk, complexity, or scope.
- Relationship Management: Actively manage relationships, processes, and regulatory requirements to ensure all customer-facing activities support the client experience and improve the TD brand.
- Risk Management and Control: Maintain a culture of risk management and control throughout the organization.
- Business Development: Drive business development, referrals, and ongoing mentoring to achieve targets and support a dynamic culture of results.
Qualifications:
A university degree preferred with over five (5) years' management experience at a senior level plus five (5) years industry experience.
Salary Range:
$108,800 - $163,200 CAD per annum. This role is eligible for commission-based earnings and a base salary tied to local minimum wage.
About Us
TD offers a wide range of financial products and services. Our compensation program reflects our commitment to supporting colleagues and their families in achieving their goals.
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