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Senior Financial Planning Manager
Job Description & How to Apply Below
Lead financial planning teams at TD Wealth in Barrie, Ontario, using sales leadership and business development expertise. Full-time hours total 37.5 weekly.
As Senior Regional Manager, Financial Planning, you will guide Wealth Advice Specialists and Financial Planners. You will oversee a diverse reporting function, develop talent, and support client relationships in the mass affluent segment. Your leadership will connect planning, service delivery, referrals, and regulatory requirements.
Key Responsibilities:- Lead high-performing Wealth Advice Specialists and Financial Planners
- Provide team, sales, and business development leadership
- Mentor teams on business practices and compliance requirements
- Manage portfolio relationships, processes, and regulatory requirements
- Maintain risk management and control aligned with risk appetite
- University degree with over five years of senior management experience
- Five years of industry experience
- Current CIRO Registered Representative license or six-month completion commitment
- Investment Dealer Supervisors Course completion where applicable
- Strong communication and team management skills
Bring financial planning leadership, regulatory knowledge, and relationship management expertise to TD Wealth’s Barrie team.
Position Requirements
10+ Years
work experience
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