Job Description

TD Description

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here's our story:

Department Overview

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.

Job Requirements

• University / College Diploma
• Previous management and industry experience
• Skill in using software tools, MS Office
• Deep understanding of the Financial Planning business including sales practices, CEI and the customer experience, is critical to coaching and team success
• Robust organizational and team management skills with the ability to work in a demanding environment and handle multiple deadlines and priorities

Hours

37.5



As Team Manager I, Financial Planning, you will be responsible for all Financial Planning Associate (FPA) hiring and training for the entire Financial Planning Delivery Excellence (FPDE) department.

In this role, you will:

• Work closely with our internal recruiters and contacts of interest to screen both external and internal candidates interested in our FPA role for three locations in Calgary, Toronto, and Montreal.
• Conduct interviews, perform necessary background checks, and negotiate starting salaries for new FPA candidates.
• Work closely with our Onboarding team to ensure new FPAs are onboarded smoothly, transferring all necessary information.
• Monitor departures and report monthly on hiring/attrition numbers to the Senior Group Manager and AVP of FPDE.
• Manage our monthly three-week training program for new FPAs. Evolve the material, and ensure all sessions have facilitators.
• Facilitate our FPA training.
• Proactively look to improve our FPA retention.
• Acquire and apply expertise, provide mentorship, assistance and direction to others
• Maintain a culture of risk management and control, supported by aligned risk appetite
• Share knowledge, participate in recruitment and selection and promote a fair and equitable workplace

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Financial Planning

Time Type

Full Time

Employment Type

Regular