Work Location:
Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
Job Description:
Are you an experienced financial industry professional and leader, excited to motivate a large team of high-performing Financial Planners to achieve the next level of their professional performance at TD Wealth? If so, then we have an exciting leadership role for you. As Regional Manager, Financial Planning, 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.
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In addition:
- Reporting into the Senior Regional Manager, you will 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
Job Requirements:
- You bring a passion for the client experience and always look for ways to enhance our service offering and consistently delivery on our value proposition
- You can lead your team through change, and continually challenge the status quo
- 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
- 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
Who We Are:
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.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
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. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement:
N/A.