Senior Financial Planning Regional Manager

Lead TD Wealth Financial Planning in Barrie, Ontario, using team management and sales leadership to strengthen client relationships and service delivery.

As Senior Regional Manager, Financial Planning, you will lead Wealth Advice Specialists and Financial Planners serving mass affluent clients. You will provide business development, referrals, mentoring, and direction while managing risk, compliance, portfolio relationships, and financials. Your leadership supports targets, client loyalty, and a culture of results.

• Lead high-performing Wealth Advice Specialists and Financial Planners
• Provide sales leadership, mentoring, motivation, and business development
• Manage relationships, processes, regulatory requirements, and financials
• Develop long-term plans and influence enterprise initiatives
• Maintain client experience, brand standards, risk management, and controls

• University degree and five or more years' senior management experience
• Five years of industry experience
• Current CIRO Registered Representative licensing or completion within six months
• Investment Dealer Supervisors Course completion where applicable
• Strong communication and team management skills

Bring financial planning leadership, regulatory knowledge, and team management expertise to TD Wealth's Barrie leadership team.