Centralized Planner - Toronto, Canada - TD Bank
Description
TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.
- 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.
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
Job 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.
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
- 31Jan2023
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