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High Net Worth Planner

3 months ago

Waterloo, Canada TD Bank Full time

Work Location: Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

The High Net Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, retirement, estate and overall wealth planning to HNW and UHNW clients of TD.

KEY ACCOUNTABILITIES

CUSTOMER

  • Demonstrate our commitment to being a client-centric organization that puts clients first by ensuring a legendary Client Planning Experience is provided during every client interaction to maximize retention and growth.
  • Provide professional retirement, tax and estate planning support and solutions to qualifying clients of TD Wealth. Prepare customized wealth plans independently on a timely basis based on information obtained directly from relationship managers/advisors.
  • Carry out independent research to ensure all of a client’s key issues (retirement, tax, estate planning) are addressed and keep abreast of relevant wealth planning developments.
  • Participate in client meetings and delivery of client educational seminars as needed.

SHAREHOLDER

  • Plan, recommend and implement a strategy to deliver industry leading HNW planning solutions to support the growth PWM.
  • Deliver HNW Planning solutions in a manner that is compliant with regulations, policies and procedures.
  • Proactively spot, anchor, introduce and follow up on opportunities for complimentary businesses and solutions.
  • Execute on TD Wealth's high net worth strategy.
  • Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation.
  • Ensure documentation that is completed is accurate and properly reflects the client's intentions and is consistent with relevant regulations.
  • Ensure appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBG.
  • Diligently track and report on a regular basis, the outcome of wealth plans delivered and new business generated.
  • Develops and implements sales strategies to proactively attract, acquire and retain clients, sales opportunities and referrals, to increase profitability and enable business growth.
  • Promote and offer full suite of tax and estate products, sales, services and banking capabilities.
  • Protect the interests of the TD Bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary.
  • Identify, suggest and actively participate in process improvement opportunities.
  • Actively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirements.
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
  • Support our corporate responsibility and citizenship objectives through community and charity involvement.

EMPLOYEE / TEAM

  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
  • Work effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management.
  • Provide thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit.
  • Keep current on emerging trends/developments and grow knowledge of the business, related tools and techniques.
  • Participate in personal performance management and development activities, including cross training within own team.
  • Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
  • Lead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships.
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce.
  • Act as a brand ambassador for WAS and the bank, both internally and/or externally.

BREADTH & DEPTH

  • Recognized as an expert in tax and overall wealth planning.
  • Serve as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts.
  • Work within general policies and industry guidelines.
  • Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context.

EXPERIENCE & EDUCATION

  • Undergraduate degree.
  • Advanced professional degree (CA or LL.B/JD).
  • Certified financial planning designation an asset (CFP, Pl. Fin, etc.).
  • Tax knowledge and expertise on holistic financial planning.
  • Completion of the In-depth Tax course, levels 1 & 2 or Masters of Tax is a strong asset and/or.
  • Minimum 10 years of practical experience.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement: N/A.

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