Job Description
Lead a dynamic team of Financial Planners as a Regional Manager in Toronto, Ontario. Drive new client acquisition and foster a customer-focused culture for business growth.
As a Regional Manager, you will oversee investment business development within the mass affluent market. You'll lead sales management strategies, including performance management, coaching, and Financial Planner recruitment. The role requires expertise in aligning business development activities with market needs while ensuring compliance and managing a high-quality team.
Key Responsibilities:
• Execute business development strategies tailored to the market area
• Provide coaching and training to Financial Planners
• Conduct quarterly reviews of financial plans and provide feedback
• Build strong relationships with leaders across Wealth Management
• Manage compliance and regulatory oversight for the sales team
Requirements:
• Post-secondary education in Business or related field
• 5 to ...
As a Regional Manager, you will oversee investment business development within the mass affluent market. You'll lead sales management strategies, including performance management, coaching, and Financial Planner recruitment. The role requires expertise in aligning business development activities with market needs while ensuring compliance and managing a high-quality team.
Key Responsibilities:
• Execute business development strategies tailored to the market area
• Provide coaching and training to Financial Planners
• Conduct quarterly reviews of financial plans and provide feedback
• Build strong relationships with leaders across Wealth Management
• Manage compliance and regulatory oversight for the sales team
Requirements:
• Post-secondary education in Business or related field
• 5 to ...
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