Saskatoon Regional Manager, Financial Planning

TD Bank

WinnipegFull-timeMid LevelOn-site

Job Description

Drive financial planning excellence with TD Wealth as a Regional Manager in Saskatoon, Saskatchewan. Your leadership will guide high-performing teams and enhance client relationships in a rewarding role. As a Regional Manager for Financial Planning, you will oversee a dynamic team dedicated to delivering personalized client advice while achieving sales targets.

With over five years of management experience required, you will mentor Wealth Advice Specialists and Financial Planners. Your influence will extend beyond immediate tasks into strategic operational efficiencies that enhance team capabilities and drive results. Key Responsibilities: โ€ข Lead a diverse team focused on client acquisition and retention โ€ข Oversee portfolio management with strategic guidance to leadership โ€ข Mentor team members on compliance and business practices โ€ข Participate in enterprise initiatives as a subject matter expert โ€ข Ensure alignment of customer-facing activities with the TD brand Requirements: โ€ข University degree with 5+ years of senior management experience โ€ข Licensed as a Registered Representative with CIRO โ€ข Strong communication and team management skills โ€ข Completion of Investment Dealer Supervisors Course required โ€ข Ability to manage relationships and regulatory processes Elevate client experiences and nurture talent in your leadership role at TD Wealth. #J-18808-Ljbffr

Posted 1 weeks ago

Related Jobs

Related Searches

Apply Now