Wealth Planning Support Specialist

1 week ago

Toronto, Ontario, Canada TD Bank Full time
400055BR

Wealth Management

Toronto, ON

February 16, 2023

Company Overview

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.


Job Description:


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

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
Self-started who is results-oriented and who works effectively and collaboratively in a team-environment
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 first-class wealth planning support organization
A self-starter who is results-oriented and gets things done on time
Works effectively and collaboratively in a team environment
Strong communication, presentation, time management, and organizational skills

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.

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