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Centralized Planner

1 month ago

Toronto, Canada TD Bank Full time

**Work Location**:
Toronto, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD General

**Pay Details**:
**Department Overview**:
**Part of the TD Bank Group, 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.**

**As a member of Private Wealth Management (PWM), the Centralized Planner is responsible for partnering with TD Wealth (TDW) advisors to deliver high value customized guidance and recommendations on retirement, tax, estate and overall wealth planning to high net worth (HNW) clients of TDW. Specifically, the Centralized Planner has accountability for**:

- **Providing professional financial, tax, estate and risk management planning support and solutions to qualifying HNW clients of TDW;**
- **Assisting TDW advisors and relationship managers with creating and updating financial plans, opportunity spotting, and revenue generation;**
- **and Executing TDW's HNW strategy.**

**The Centralized Planner is an experienced practitioner whose expertise is leveraged by partners in TDW. He/she/they will support a dedicated region in driving the strategic vision of delivering wealth planning to TDW's clients.**

**Key responsibilities include**:

- **Preparing customized wealth plans for TDW's HNW clients based on information obtained directly from their TDW advisor**
- **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 TDW partners informed of developments**
- **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**
- **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**

**Education/Accreditations**:

- **Undergraduate degree**
- **Certified Financial Planner (CFP) designation**
- **8 years of relevant experience in all aspects of Wealth Planning**
- **Complex Financial Planning experience**
- **Strong analytical and judgment skills**
- **Computer skills: Microsoft Office, Voyant (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 self-starter 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 CA, CGA, CMA and/or LL.B is an asset**
- **Investment and insurance industry knowledge is a strong asset**

**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 w