Wealth Planning Specialist

Description

:

As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate and overall wealth planning to HNW clients of TD. Specifically, the Wealth Planning Specialist has accountability for:

Providing professional financial, tax, estate and risk management planning support and solutions to qualifying clients of TD Wealth; Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and Executing TD Wealth's high net worth strategy.

The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required for wealth planning.

Key responsibilities include:
• Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
• Carrying out independent research to ensure client’s key issues (retirement, tax, philanthropic and estate planning) are addressed
• Keeping informed of relevant wealth planning (retirement, tax, estate planning, etc.) developments and keeping TD partners informed of developments
• Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
• Working effectively to develop and maintain relationships with TD Wealth advisors and relationship managers within TD Wealth Management
• Delivering wealth planning presentations to Advisors and clients
• Working closely and assisting other WAS team members with preparing comprehensive wealth plans
• Developing strong internal and external networks and referral sources
• Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
• Carry out other tasks and duties as assigned by manager from time to time

Education/Accreditations:
• Undergraduate degree
• Accredited financial planning designation (CFP, PFP)
• 8 years of relevant experience in all aspects of Wealth Planning
• Complex Financial Planning experience
• Effective communication skills in English, both oral and written
• Strong analytical and judgment skills.
• Computer skills : Microsoft Office, Naviplan, Voyant or CCH – (Financial Planning software).
• Ability to work both as part of a team and independently

Other Qualifications/Skills/Experience:
• Minimum 8 years of financial or wealth planning experience gained at an accounting firm or financial institution
• A self-starter with the ability to work independently and to provide high quality services to clients
• Excellent people and relationship building skills
• Strong communication, presentation, time management, and organizational skills
• Computer proficiency (Word, Powerpoint, Excel, etc.)
• Professional designation such as (CPA, CA, CMA, CGA, CFA, LLB, JD) is an asset
• Investment and insurance industry knowledge strong assets

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.

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