Regional Manager, Financial Planning (Winnipeg)

TD Bank

WinnipegFull-timeMid LevelOn-site

Job Description

Regional Manager, Financial Planning – Saskatoon, Saskatchewan, Canada Temps plein (37,5 heures) RĂ©munĂ©ration : 92100$–130000$CAD par an Poste ouvert jusqu'au 18 avril 2026. Description du poste 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. The Financial Planning team 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. 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 workplace 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 Qualifications University degree with over five (5) or more years’ management experience at a senior level plus five (5) years industry experience University degree preferred, or equivalent combination of education and experience Currently licensed as a Registered Representative with Canadian Investment Regulatory Organization (CIRO), or willing to complete all requirements to become licensed within 6 months Completion of the Investment Dealer Supervisors Course (IDSC) and additional regulatory requirements to be completed within required timeframes, where applicable Strong communication and team management skills to exchange ideas and information with the partners and team Compensation & benefits Le salaire de base offert peut varier en fonction des compĂ©tences, de l’expĂ©rience du candidat, de ses connaissances professionnelles, de son emplacement gĂ©ographique et d’autres besoins particuliers du secteur et de l’entreprise.

Notre programme de rĂ©munĂ©ration globale reflĂšte les investissements que nous faisons pour aider nos collĂšgues et leur famille Ă  atteindre leurs objectifs en matiĂšre de bien‑ĂȘtre mental, physique et financier. La rĂ©munĂ©ration globale Ă  la TD inclut le salaire de base, la rĂ©munĂ©ration variable et bien d’autres rĂ©gimes clĂ©s, comme des avantages sociaux en matiĂšre de santĂ© et de bien‑ĂȘtre, des rĂ©gimes d’épargne et de retraite, des congĂ©s payĂ©s, des avantages bancaires et des rabais, des occasions de dĂ©veloppement de carriĂšre et des programmes de rĂ©compenses et reconnaissance. #J-18808-Ljbffr

Posted 1 weeks ago

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