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Regional Manager, Financial Planning at TD Bank - ApplyBlast

Regional Manager, Financial Planning

TD Bank

3 months ago

Markham, Ontario, Canada

Onsite

Full Time

Manager

0 applicants

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About this role

The Regional Manager, Financial Planning leads a high‑performing team of Wealth Advice Specialists and Financial Planners within TD Wealth, driving sales, service delivery, and client relationship growth for the mass affluent segment. The role provides mentorship, strategic partnership, and operational oversight while ensuring compliance, risk management, and a superior client experience.

Responsibilities

Lead high‑performing team of Wealth Advice Specialists and Financial Planners
Oversee large, diverse reporting function and manage risk and compliance
Develop long‑term strategic plans and influence enterprise initiatives
Mentor and coach team on business practices, sales performance, and regulatory requirements
Drive business development, referrals, and client relationship growth

Skills

Qualifications

University degreeRegistered Representative (CIRO) licenseInvestment Dealer Supervisors Course (IDSC) certification

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).