Wealth Planning Specialist - Vancouver, Canada - TD Bank

TD Bank
TD Bank
Verified Company
Vancouver, Canada

2 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.

  • 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

Job Requirements

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 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 (CPA, CA, CMA, CGA, CFA, LLB, JD) is an asset
  • Investment and insurance industry knowledge strong assets

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

  • Wealth Advisory Services

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)

  • British Columbia

City (Primary)

  • Vancouver

Work Location

  • Pacific Centre 700 West Georgia Street Corporate

Job Expires

  • 23Feb2023
More jobs from TD Bank
See all jobs of TD Bank