Wealth Planning Support Specialist

4 weeks ago

PointeClaire, 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, WPS will be responsible for supporting the development and delivery of TD Wealth Planning Support and Plan Oversight.**Client-Focused**:

- Conduct Plan reviews to ensure adherence to financial planning standards and provide feedback for advisor development
- Support the advisor in creating financial plans with a focus on the 4 pillars to create a legendary client experience
- Support development of training materials as well as participate in training delivery in-person and remotely as required

**Financial**:

- Be proactively involved in spotting opportunities for complimentary businesses and solutions
- Proactive and reactive engagement with advisors to coach them on plan delivery with a focus on external asset consolidation and the overall client experience

**Business Operations**:

- Management of intake and financial plans for review
- Responsible for follow-up and tracking of incremental success with field partners
- 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

**Employee**:

- Delivery and enhancement of Plan Oversight with a focus on regulatory compliance, the client experience and productivity
- Delivery of client
- and advisor-centric support and legendary service culture
- Demonstrate leadership and support the employee experience

**Job Requirements**
- 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 and English is required
- Understanding/knowledge of Canadian and provincial specific taxation for individuals and corporations
- Financial planning designation (F.Pl.)
- Other designations such as CFP, CPA are an asset
- Marketing/professional writing experience
- Self-starter who is results-oriented and who works effectively and collaboratively in a team-environment
- Proficiency in Voyant and Microsoft Office, particularly Word, PowerPoint and Excel
- 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**
- Computer literacy (Voyant, Word, Powerpoint, Excel, etc.)
- Strong passion and focus on building a first-class wealth planning support organization
- Sales-focused and -oriented
- 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)**
- Quebec

**City (Primary)**
- Pointe Claire

**Work Location**
- 6500 Trans-Canada Highway

**Job Expires**
- 06-Mar-2023

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