Elite Wealth Planning Regional Leader

TD Bank Group; Aurora; On-site; CAD 116,000 - 163,000; Full time

Benefits offered by this job

Total Rewards Package

Job summary

TD Wealth seeks a Senior Regional Manager to lead an Elite Financial Planning team serving affluent and high-net-worth clients from Aurora. You will coach and develop advisors to improve sales and service delivery, elevating performance across TD Wealth and OneTD channels.

The role requires 5+ years in senior leadership within wealth management, a university degree, and CIRO licensing (or willingness to obtain within 6 months). A competitive total rewards package is provided.

Qualifications

• Minimum 5+ years of senior leadership experience within Wealth Management, Financial Planning, or Financial Services/Banking.
• Proven experience coaching experienced advisors and elevating performance within a mature sales force.
• Strong knowledge of regulatory, compliance, and risk management requirements within Canadian wealth management.

Responsibilities

• Oversee and lead a large reporting function with risk and complexity.
• Develop and lead top-performing Financial Planners focusing on affluent clients.
• Drive wealth planning excellence with advanced coaching in planning strategies and investments.
• Mentor and motivate on compliant business practices in a collaborative environment.
• Strengthen partnerships across TD Wealth and OneTD to maximize referrals and client outcomes.
• Participate in cross-functional initiatives to drive efficiencies and opportunities.

Skills

Senior leadership

Coaching

Wealth management knowledge

Client relationship growth

Strategic business development

Education

University degree preferred

CIRO licensing (or willingness to obtain within 6 months)

Job description

TD Wealth seeks a Senior Regional Manager to lead an Elite Financial Planning team serving affluent and high-net-worth clients from Aurora. You will coach and develop advisors to improve sales and service delivery, elevating performance across TD Wealth and OneTD channels.

The role requires 5+ years in senior leadership within wealth management, a university degree, and CIRO licensing (or willingness to obtain within 6 months). A competitive total rewards package is provided.