Centralized Planner - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

395992BR

Wealth Management

Toronto, ON

January 17, 2023

Company Overview

Job Description:

As a member of Private Wealth Management, the Centralized Planner is responsible for partnering with TD advisors to deliver high value customized guidance and recommendations on retirement, tax, estate and overall wealth planning to HNW clients of TD.

Specifically, the Centralized Planner 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 creating and updating financial plans, opportunity spotting, and revenue generation; and
Executing TD Wealth's high net worth strategy.

The Centralized Planner is an experienced practitioner whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services.

He/she/they will support a dedicated region in driving the strategic vision of delivering wealth planning to TD's clients.

Key responsibilities include:

Preparing customized wealth plans based on information obtained directly from HNW clients and their TD Wealth advisor
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 Branch Managers
Delivering wealth planning presentations to Advisors and clients
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

Requirements:

Education/Accreditations:

Undergraduate degree
Certified Financial Planner (CFP) designation
8 years of relevant experience in all aspects of Wealth Planning
Complex Financial Planning experience
Strong analytical and judgment skills.
Computer skills: Microsoft Office, Voyant (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 selfstarter 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 CA, CGA, CMA and/or LL.B an asset
Investment and insurance industry knowledge strong assets

Additional Information

Note:
The position will be a hybrid remote and onsite work eligible.

Hours

37.5

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.