Lieu de travail : Barrie, Ontario, Canada
Horaire : 37.5
Secteur d’activité : Gestion de patrimoine TD
Détails de la rémunération : $108,800 - $163,200 CAD. Ce poste est admissible à des revenus de commission ainsi qu’un salaire de base en fonction du salaire minimum local.
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.
Description du poste :
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.
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.
Lead a high-performing team of Wealth Advice Specialists and Financial Planners.
Provide mentorship, direction and motivation on sound business practices and compliance requirements.
Provide strategic partner relationship to leadership team on the management of the portfolio and financials.
Participate in cross-functional / enterprise initiatives as a subject matter expert.
Develop long-term plans for own area and influence beyond area managed.
Actively manage relationships, processes and regulatory requirements.
Ensure all customer-facing activities support the client experience and improve the TD brand.
Maintain a culture of risk management and control.
Qualifications:
University degree preferred with over five (5) or more years' management experience at a senior level plus five (5) years industry experience.
Should have one of the following: Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials (WME).
Strong communication and team management skills.
À propos de nous : Valeurs Mobilières TD offre une vaste gamme de produits et de services liés aux marchés financiers.
Notre programme de rémunération globale : Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs.
Renseignements supplémentaires : Nous sommes ravis que vous envisagiez une carrière à la TD.
Mesures d’adaptation : L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation dont vous pourriez avoir besoin.
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