Senior Regional Manager, Financial Planning
Senior Regional Manager, Financial Planning
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Work Location:
Calgary Alberta CanadaHours:
37.5Line of Business:
TD WealthPay Details:
108800 - 163200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice solutions and service to clients.
Financial Planningteam understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success new business and client loyalty. We do this by knowing our clients offering the most professional and personalized solutions and building award-winning high-performing teams.
We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome challenged and rewarded. Trust us youll be busy but never bored.
Job Details
Are you a seasoned industry professional and team manager excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth If so then we have an exciting leadership role.
AsSenior Regional Manager Financial Planning you will provide team and sales leadership business development referrals and ongoing mentoring to achieve targets and support a dynamic culture of results.
In addition you will:
- Oversee and lead a large and highly diverse reporting function for an area of significant risk complexity or scope while growing talent developing skills and capabilities to achieve team and career goals
- Lead a high-performing team of Wealth Advice Specialists and Financial Planners who are focused on acquiring and retaining committed customer relationships and earned business for the mass affluent segment
- Provide mentorship direction and motivation on sound business practices and compliance requirements in challenging yet collaborative environment to deliver strong results
- Provide strategic partner relationship to leadership team on the management of the portfolio and financials with deep industry and enterprise knowledge
- Participate in cross-functional / enterprise initiatives as a subject matter expert to identify and enact strategic operational efficiencies and opportunities
- Develop long-term plans for own area and influence beyond area managed
- Actively manage relationships processes and regulatory requirements within and across business divisions
- Ensure all customer-facing activities support the client experience and improve the TD brand
- Maintain a culture of risk management and control supported by effective processes in alignment with risk appetite
Job Requirements
- University degree with over five (5) or more years management experience at a senior level plus five (5) years industry experience
- Should have one of the following: Canadian Securities Course (CSC) Conduct & Practices Handbook (CPH) and Wealth Management Essentials (WME)
- Completion of the Canadian Securities Course (CSC)
- Branch Managers course and CPH to be completed within 12 months of hire
- Successful completion of Wealth Management Essentials (WME) through the Canadian Securities Institute (CSI)
- For roles in Quebec IQPF accreditation is required (Institut Quebecois de planification financiere)
- Strong communication and team management skills to exchange ideas and information with the partners and team
Who We Are:
TD is one of the worlds 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 95000 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 youve 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 were 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well 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 youd 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 (Quebec only):
Sans ObjetRequired Experience:
Manager
Employment Type
Full-Time
