Senior Regional Manager, Wealth Financial Planning

Job Listing No: 9740000

Senior Regional Manager, Wealth Financial Planning

Edmonton, AB – The Senior Regional Manager (SRM) leads a team of accredited Financial Planners who are focused on the mass affluent customer segment. The Financial Planner offers sound planning and advice with a focus on Retirement and Investment Planning, and retaining and increasing share of wallet through the acquisition of Money In Assets. The SRM is responsible for recruiting and training a team of Financial Planners and providing ongoing skills development and coaching towards a disciplined Financial Planning process which includes identifying client goals, potential barriers, recommendations, implementation and ongoing relationship/portfolio management. The SRM will help his/her team develop close working partnerships with Retail, Wealth Management and other TDBG partners. The SRM is also accountable for ensuring internal controls, compliance and best practices are maintained at all times through a regular review process. #LI-AC1 Requirements Must have CSC and one of the CFP, PFP, or PFPC … – Permanent – Full-time

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