# Regional Manager, Financial Planning at TD Bank

TD Bank is hiring a Regional Manager, Financial Planning. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/86845d9a-e79d-47bf-9cb5-80016a955520?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. Barrie, Ontario.

## Details

- Company: [TD Bank](https://jobsbylevel.com/companies/td-bank)
- AI level: AI Level 1 (score 38 out of 100)
- Location: Barrie, Ontario
- Posted: October 19, 2026
- Apply: https://jobsbylevel.com/go/86845d9a-e79d-47bf-9cb5-80016a955520?utm_medium=ai-agent

## Description

Work Location: Barrie, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $96,900 - $136,800 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 at TD. Our 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. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored. Are you a seasoned industry professional and leader, 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 a 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 Job Requirements University degree with over five (5) or more years' management experience at a senior level plus five (5) years industry experience Currently licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO), or willing to complete all requirements to become licensed within 6 months Completion of the Investment Dealer Supervisors Course (IDSC) and additional regulatory requirements to be completed within required timeframes, where applicable. Strong communication and team management skills to exchange ideas and information with the partners and team Who We Are: TD is one of the world's leading global financial institutions and

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/regional-manager-financial-planning-at-td-bank-908748

Source: https://jobsbylevel.com/jobs/regional-manager-financial-planning-at-td-bank-908748

## Cite this page

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