Manager, Centralized Planning

2 months ago

Toronto, Canada TD Bank Full time

399830BR

Wealth Management

Toronto, ON

February 15, 2023

Company Overview

**Job Description**:

- 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 outcomes; and
- Executing TD Wealth’s strategy as it relates to our value proposition.

The Manager, Centralized Planning is an experienced People Manager whose expertise is leveraged by partners in TD Wealth. They will support driving the strategic vision of delivering wealth planning to TD’s clients.

**Requirements**:
**Key responsibilities include**:

- Manage a team of Centralized Planners who support advisors with developing financial plans
- Providing on-going coaching to team related to quality of financial plans and relationship building within their dedicated regions
- Develop and execute of strategies to increase adoption of financial planning
- Effectively partner with internal and external stakeholders for ongoing effectiveness and improvement of the financial planning software, plan quality, and planning outcomes
- Manage team efficiencies and resources to ensure plans are completed within stated SLA
- Proactively seek opportunities to elevate financial planning proficiency with advisors
- Work effectively to develop and maintain relationships with Field Leaders including Branch Managers, Region Head, Market Managers
- Deliver wealth planning presentations to advisors and clients
- Develop strong internal and external networks
- Minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
- Carry out other tasks and duties as assigned by manager

Additional Information

**Education/Accreditations**:

- Undergraduate degree
- People Management experience
- Certified Financial Planner (CFP) designation
- 8 to 10 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 manage a team of high performing individuals

**Other Qualifications/Skills/Experience**:
Minimum 8 years of financial or wealth planning experience
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 an asset
Investment and insurance industry knowledge 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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