Wealth Planning Support Specialist

4 weeks ago

Toronto, Canada TD Bank Full time

**TD Description**

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

**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.
- 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

**Job 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

**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**
- 02-Mar-2023

  • Wealth Planning Associate

    5 days ago

    Toronto, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Manager, Wealth Planning Support

    1 week ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. - Lead, manage, and execute on tasks and initiatives that drive adoption of planning in the field so that all TD Wealth clients have a financial plan; - Provide strategic thinking to capitalize on industry and market trends to enhance business and client...

  • Total Wealth Planning Associate

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Purpose of Job:The primary goal of the Total Wealth Planning Associate is to support Scotia Wealth Management advisors and Specialists. The Associate will collaborate closely with other members of the Team of Specialists during plan preparation.Accountabilities:Proactively supporting the planning needs of Wealth Advisors and Relationship Managers...

  • Total Wealth Planning Associate

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Purpose of Job:  The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation. Accountabilities: 1. Proactively support the planning needs...

  • Event Specialist

    1 month ago

    Toronto, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. We invest in our employees in order to support our business through a period of significant growth. As the Event Specialist. you will help bring the Nicola Wealth experience to life through signature events, showcasing what we have to offer our clients and discovering the ways we...

  • Total Wealth Planning Associate

    7 days ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 199302Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...

  • Total Wealth Planning Associate

    7 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...

  • Business and Wealth Transition Specialist

    6 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 173264 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Business and Wealth (BWT) Specialist is a key member of the Advanced Planning and Services group. The BWT Specialist is responsible for providing an integrated total wealth planning solution, and advisory support, to our Ultra...

  • Wealth Management Portfolio Administrator

    3 days ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    4 days ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    4 days ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?  Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Business and Wealth Transition Specialist

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Business and Wealth Transition Specialist (farming/agriculture background and experience)  Summary:  The Business and Wealth (BWT) Specialist is a key member of the Advanced Planning and Services group.  The BWT Specialist is responsible for providing an integrated total wealth planning solution, and advisory support, to our Ultra High Net...

  • Wealth Management Portfolio Administrator

    4 days ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    3 days ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    3 days ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Insurance Advisor

    1 week ago

    Toronto, Canada Nicola Wealth Full time

    Nicola Wealth Description At Nicola Wealth, our clients deserve the best. The same goes for our people. We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in...

  • Wealth Management Portfolio Administrator

    1 day ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?  Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning ad

  • Training Design and Delivery Specialist

    6 days ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Training & Development **Reporting To**: VP, Advisor Experience & Growth **Job Id**: NS - 012 **Job Level**: L5 **Seniority Level**: Mid-Senior **Position Overview**: The Training Design and Delivery Specialist will work with various Richardson Wealth departments to...

  • Business Intelligence Solution Specialist

    4 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a BI Solution Specialist to join our IT team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Director, Business Intelligence, the Business Intelligence Solution Specialist is part of the team that...

  • Wealth Planning Consultant

    1 week ago

    Toronto, Canada BMO Full time

    Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a...