Senior Financial Planning Manager
TD
Lead financial planning teams at TD Wealth in Barrie, Ontario, using sales leadership and business development expertise. Full-time hours total 37.5 weekly.As Senior Regional Manager, Financial Planning, you will guide Wealth Advice Specialists and Financial Planners. You will oversee a diverse reporting function, develop talent, and support client relationships in the mass affluent segment. Your leadership will connect planning, service delivery, referrals, and regulatory requirements.Key Responsibilities:
Lead high-performing Wealth Advice Specialists and Financial PlannersProvide team, sales, and business development leadershipMentor teams on business practices and compliance requirementsManage portfolio relationships, processes, and regulatory requirementsMaintain risk management and control aligned with risk appetiteRequirements:
University degree with over five years of senior management experienceFive years of industry experienceCurrent CIRO Registered Representative license or six-month completion commitmentInvestment Dealer Supervisors Course completion where applicableStrong communication and team management skillsBring financial planning leadership, regulatory knowledge, and relationship management expertise to TD Wealth’s Barrie team.
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Lead high-performing Wealth Advice Specialists and Financial PlannersProvide team, sales, and business development leadershipMentor teams on business practices and compliance requirementsManage portfolio relationships, processes, and regulatory requirementsMaintain risk management and control aligned with risk appetiteRequirements:
University degree with over five years of senior management experienceFive years of industry experienceCurrent CIRO Registered Representative license or six-month completion commitmentInvestment Dealer Supervisors Course completion where applicableStrong communication and team management skillsBring financial planning leadership, regulatory knowledge, and relationship management expertise to TD Wealth’s Barrie team.
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Vacancy posted 1 hour ago
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