Centralized Planner

2 weeks ago

Toronto, Canada TD Bank Full time

413842BR

Wealth Management

Toronto, ON

July 11, 2023

Company Overview

**Job Description**:
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:
a) Providing professional financial, tax, estate and risk management planning support and solutions to qualifying HNW clients of TDW;
b) Assisting TDW advisors and relationship managers with creating and updating financial plans, opportunity spotting, and revenue generation; and
c) 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

**Requirements**:
**Education/Accreditations**:
1) Undergraduate degree
2) Certified Financial Planner (CFP) designation
3) 8 years of relevant experience in all aspects of Wealth Planning
4) Complex Financial Planning experience
5) Strong analytical and judgment skills.
6) Computer skills: Microsoft Office, Voyant (Financial Planning software).
7) 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

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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