Wealth Planning Support Specialist

Position Summary Join to apply for the Wealth Planning Support Specialist role at TD. Location & Compensation Work Location: Pointe Claire, Quebec, Canada Hours: 37.5 Line Of Business: TD General Pay Details: $76,800 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. Department Overview As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning process by providing knowledge, tools and planning support that empowers advisors to make sound and proactive recommendations that are tailored to each client's unique objectives. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives. Regional Wealth Planning is a team within the WPS team. Regional Wealth Planning consists of financial planning subject matter experts in Quebec with an overarching objective of supporting TD Wealth (TDW) advisors with delivering on our 4 Pillar Value Proposition. The team creates wealth plans for TDW advisors targeting clients typically with $1M to $3M of investable assets. The team's mandate is to support TDW advisors with increasing and elevating planning within their book of business. Key Responsibilities Preparing customized wealth plans for TDW's HNW clients based on information obtained directly from their TDW advisor in English or French. Carrying out independent research to ensure client’s key issues (retirement, tax, philanthropic and estate planning) are addressed in English and French. Keeping informed of relevant wealth planning (retirement, tax, estate planning, etc.) developments and keeping TDW partners informed of developments in English and French. Proactively spotting opportunities for complimentary businesses and solutions. Working effectively to develop and maintain relationships with TDW advisors and Branch Managers. Delivering wealth planning presentations to TDW advisors in English and French. Developing strong internal 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. Providing general wealth planning advice and guidance (tax, estate planning, retirement) as well as the use of wealth planning tools and process. Supporting advisors dealing with mass affluent and HNW clients through email and phone. Providing wealth planning subject matter expertise for building and presenting wealth plans. Conducting Plan reviews to ensure adherence to Wealth Planning Standards and provide feedback for advisor development. Delivering live coaching sessions to advisors and their leader providing feedback and expertise on their wealth plans. Developing training and support material to help elevate the wealth planning acumen of TD Wealth advisors. Engaging with advisors to coach them on plan quality with a focus on delivering quality, value add, holistic wealth plans to clients. Delivery of Plan Oversight with a focus on regulatory compliance, the client experience, and advisor productivity. Qualifications / Skills / Experience Bilingual – Must be fluent in French Undergraduate degree IQPF Financial planning designation in good standing (Pl. Fin.) A minimum of 5 years of wealth planning experience gained through client contact or in a technical advisory support role to advisors, coupled with investment industry knowledge Understanding/knowledge of Canadian and Quebec provincial specific taxation for individuals and corporations Knowledge of and experience working with advanced financial planning issues Expert working knowledge of financial planning tool(s), such as Voyant, Planworth, Conquest and/or Naviplan Must possess a passion for financial, tax, and estate planning and have a good understanding of how advisors work with clients Professional writing experience Proficiency in Microsoft Office, particularly Word and PowerPoint Designations such as CPA, CA, LL.B, TEP are an asset Training and facilitation experience is an asset Experience engaging with clients or advisors using screen share technology would be an asset Additional Information Computer literacy Passionate about delivering exceptional client experiences A self-starter who is results-oriented and gets things done on time, under minimal supervision Strong grasp of optimal wealth planning processes Works effectively and collaboratively in a team environment Excellent people and relationship building skills Strong communication, presentation, time management, and organizational skills Process & Development 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. 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. Language Requirement (Quebec Only): Sans Objet About TD 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, the ones 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. 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. Contact Information Referrals increase your chances of interviewing at TD by 2x Get notified about new Support Specialist jobs in Pointe-Claire, Quebec, Canada. #J-18808-Ljbffr