Wealth Planning Support Specialist - Toronto, Canada - TD Bank

TD Bank
TD Bank
Verified Company
Toronto, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

TD Description
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Department Overview

  • The Wealth Planning Support (WPS) group is a business unit within Private Wealth Management dedicated to providing advisory, planning, and training support to TD Wealth advisors in Financial Planning and Private Wealth Management.
  • The Wealth Planning Support specialist provides delivery of The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight.
  • Conduct Plan reviews to ensure adherence to financial planning standards and provide feedback for advisor development
  • Develop training and support material to help elevate financial planning acumen with advisors
  • Engage with advisors to coach them on plan quality with a focus on delivery quality plans that cover all areas of financial planning
  • Carry out independent research on relevant advanced financial, tax and estate planning topics, as it relates to plans under construction
  • Keep abreast of wealth planning developments and help increase the overall wealth planning knowledge level of the Wealth Planning Support group
  • Delivery and enhancement of Plan Oversight with a focus on regulatory compliance, the client experience and productivity

Job Requirements

Qualifications/Skills/Experience:

  • A minimum 5 years of wealth planning experience gained through client contact or in a technical advisory support role to advisors, coupled with investment industry knowledge
  • Fluent in French is an asset
  • Understanding/knowledge of Canadian and provincial specific taxation for individuals and corporations
  • Financial planning designation (CFP, F.Pl.)
  • CPA, CA, LL.B, TEP an asset
  • Professional writing experience
  • Training and facilitation experience is an asset
  • Selfstarted who is resultsoriented and who works effectively and collaboratively in a teamenvironment
  • Proficiency in Microsoft Office, particularly Word and PowerPoint
  • Some experience engaging with clients or advisors using screen share technology would be an asset
  • Knowledge of and experience working with advanced financial planning issues
  • Must possess a passion for financial, tax and estate planning and have a good understanding of how advisors work with clients.

Additional Information

Additional Skills:

  • Computer literacy
  • Strong passion and focus on building a firstclass wealth planning support organization
  • A selfstarter who is resultsoriented and gets things done on time
  • Works effectively and collaboratively in a team environment
  • Strong communication, presentation, time management, and organizational skills

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.


Job Family

  • General

Job Category - Primary

  • Wealth Management

Job Category(s)

  • Wealth Management

Hours

  • 37.5

Business Line

  • TD Wealth

Time Type

  • Full Time

Employment Type

  • Regular

Country

  • Canada

Province/State (Primary)

  • Ontario

City (Primary)

  • Toronto

Work Location

  • TD Centre
  • South 79 Wellington Street West

Job Expires

  • 02Mar2023
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