Finance Operations Specialist managing billing and payment processes in a tech company. Ensuring data integrity and driving automation opportunities in finance operations.
About the role
- Senior Regional Manager providing leadership and mentorship to financial planning teams at TD Wealth. Focused on client relationships, business development, and team growth in a dynamic environment.
Responsibilities
- Provide team and sales leadership, business development, referrals and ongoing mentoring to achieve targets and support a dynamic culture of results
- 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
Requirements
- 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
- University degree preferred, or equivalent combination of education and 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 Branch Managers Course and additional regulatory requirements to be completed within required timeframes, where applicable
- Experience partnering with senior leaders and cross‑functional stakeholders to deliver enterprise and regional initiatives
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
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