Overview
Senior Regional Manager, Financial Planning Jobs in Winnipeg, Canada at TD Securities
Work Location
Winnipeg, Manitoba, Canada
Hours
37.5
Line Of Business
TD Wealth
Pay Details
109, CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description
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.
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.
Job Details
Are you a seasoned industry professional and team manager, excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so, then we have an exciting leadership role.
As Senior 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 environment 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
Experience & Leadership
Minimum 5+ years of senior leadership experience within Wealth Management, Financial Planning, or Financial Service/Banking
Proven experience leading, coaching, and developing high‑performing teams in a results‑driven environment.
Demonstrated ability to lead within a complex, regulated environment, balancing sales performance, client experience, and risk management.
Strong track record of driving business results, including growth in assets, revenue, referrals, and client relationships.
Deep understanding of financial planning, wealth advice, and mass affluent client segments
Strong knowledge of regulatory, compliance, and risk management requirements within the Canadian wealth management industry.
Demonstrated capability to lead change, influence beyond direct authority, and execute long‑term business strategies.
Education & Professional Credentials
University degree preferred, or equivalent combination of education and experience.
Currently licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO), or…
Title: Senior Regional Manager, Financial Planning
Company: TD Securities
Location: Winnipeg, Canada
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