Work Location:
Toronto, Ontario, CanadaHours:
37.5Line of Business:
Business Management, Strategy & SupportPay Details:
$115,600 - $163,200 CADTD 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:
Reporting to the VP, Financial Planning, the Senior Manager, Distribution Management, Engagement and Programs plays a pivotal role in shaping and executing the talent and distribution strategy across the field organization. The role is responsible for optimizing the workforce structure, driving engagement across leadership and field teams, developing thoughtful and dynamic learning pathways and ensuing a seamless communication strategy.
The Senior Manager will work in close partnership with the VP, FP National Office to ensure the FP Growth objectives are well aligned to the Distribution Growth Strategy and aligned under our Risk framework. They will also serve as a key conduit, ensuring that the field’s desired evolution is reflected in the actions taken by the FP Strategy & Solutions team.
Primary Accountabilities
Oversee the Distribution Expansion strategy by setting and allocating hiring targets nationwide based on current and projected capacity; develop a comprehensive annual and MTO FTE plan; and manage ongoing reporting.
Develop initiatives that enhance employee experiences through structured plans and programs designed to resolve field challenges.
Champion the established Career Journey ecosystem across FPDE, FP Direct, and FP Field, addressing unique requirements for support, education, and training to guide colleagues through their professional paths within the FP Business; ensure all documentation remains current and accurately reflects strategic changes.
Define and communicate clear career progression pathways for Financial Planners (FPs) and FP Leaders, outlining key milestones and leadership opportunities.
Partner with Learning & Development and Practice Management teams to map out necessary accreditation, certification, and licensing pathways to support advancement and role readiness.
Design and maintain an integrated training and learning roadmap that aligns with each stage of the career journey; and work with key partners to create and deploy training as required with regulatory changes or evolving business needs.
Direct the premises strategy for in-field Financial Planners, which includes making recommendations regarding the retail footprint, managing Wealth-owned offices (FP Hubs), and coordinating FP Direct real estate.
Collaborate with the Enterprise Real Estate team to provide data-driven recommendations for the management and strategic planning of FP Hubs’ footprint; establish the strategic framework for Hub criteria and set standards of excellence for FP premises.
Lead the accreditation strategy for financial planners by setting expectations for ongoing registration(s) and accreditation(s) both at hiring and throughout employment; regularly monitor and report on QAFP and CFP completion, and facilitate proactive field communication.
Lead the relationship with external accreditation/training partner (i.e. FP Canada)
Manage the market titling policy and strategy, ensuring compliance with regulatory standards and aligning market titles appropriately with role responsibilities and levels of expertise.
Field engagement through events, programs and advisory councils – leading the annual engagement strategy, developing the annual calendar of events and engaging internal/external speakers for content delivery.
Own the communication strategy and standards for FP S&S.
Foster strong, collaborative relationships with key business partners across various functions, including Business Architecture, Technology, Strategic Governance, Compliance, G&C, Legal, Risk Management, FP Delivery Excellence, and other business lines (PIA, PIC, PB, PT).
Job Requirements
Undergraduate or graduate degree in business; MBA is an asset.
Financial Planning field experience and leadership background.
Strong presentation and facilitation skills and strong interpersonal and leadership skills to facilitate working with senior management at all level
Able to deal with significant ambiguity and constantly changing circumstances
10+ years of experience in project or transformation environments.
Proven experience in strategic planning, talent management and field enablement.
Ability to manage complex projects and cross-functional initiatives.
Experience in Practice Management, Talent Management or Career Journey design.
Proven ability to influence and negotiate with executive-level stakeholders.
Sound judgment and discretion in handling confidential information.
Strong collaboration and communication skills, both written and verbal.
Demonstrated ability to build relationships and drive outcomes through positive influence.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet