Wealth Management Consultant

4 weeks ago

Medicine Hat, Alberta, Canada TD Bank Full time

Work Location: Waterloo, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Compensation Details: We are dedicated to ensuring fair and equitable remuneration for all our team members. We encourage candidates to engage in open discussions with our HR Team regarding compensation-related inquiries, including specifics for this position.

Position Overview:

The Wealth Management Consultant is tasked with collaborating with TD advisors to provide tailored, high-value guidance on taxation, retirement, estate, and comprehensive wealth planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

KEY RESPONSIBILITIES

CLIENT RELATIONS

  1. Exhibit our dedication to a client-first approach by ensuring an exceptional Client Planning Experience during every interaction to enhance retention and growth.
  2. Offer professional retirement, tax, and estate planning support and solutions to eligible clients of TD Wealth. Develop customized wealth plans independently and promptly based on information gathered from relationship managers/advisors.
  3. Conduct independent research to address all critical client issues (retirement, tax, estate planning) and stay informed about relevant developments in wealth planning.
  4. Engage in client meetings and facilitate educational seminars as required.

BUSINESS GROWTH

  1. Design, recommend, and execute strategies to deliver industry-leading HNW planning solutions to bolster PWM growth.
  2. Provide HNW Planning solutions in compliance with all regulations, policies, and procedures.
  3. Identify, introduce, and follow up on opportunities for complementary services and solutions.
  4. Implement TD Wealth's high net worth strategy effectively.
  5. Assist advisors and relationship managers in business development, opportunity identification, and revenue generation.
  6. Ensure all documentation is accurate and reflects the client's intentions while adhering to relevant regulations.
  7. Maintain appropriate service levels to maximize profitability, minimize costs, and manage business risks to protect TD Bank's reputation.
  8. Regularly track and report on the outcomes of wealth plans delivered and new business generated.
  9. Develop and implement sales strategies to proactively attract, acquire, and retain clients, enhancing profitability and facilitating business growth.
  10. Promote and provide a full suite of tax and estate products, services, and banking capabilities.
  11. Safeguard TD Bank's interests by identifying and managing risks, escalating high-risk transactions as necessary.
  12. Propose and actively engage in process improvement initiatives.
  13. Manage relationships across various business units, ensuring alignment with TD Bank and regulatory standards.
  14. Stay updated on emerging issues, trends, and evolving regulatory requirements and assess their potential impacts.
  15. Support corporate responsibility and community engagement through charitable involvement.

TEAM CONTRIBUTION

  1. Actively participate as a team member, fostering a positive work environment that emphasizes service, quality, innovation, and teamwork while ensuring timely communication of relevant issues.
  2. Develop and maintain strong relationships with investment advisors and relationship managers, as well as their business leaders within TD Wealth Management.
  3. Provide thought leadership and industry expertise in your area of specialization and engage in knowledge sharing within the team and business unit.
  4. Stay current on emerging trends and developments, enhancing your knowledge of the business and related tools.
  5. Engage in personal performance management and development activities, including cross-training within your team.
  6. Contribute to team skill development through mentorship, sharing knowledge, and leveraging best practices.
  7. Lead and cultivate relationships with internal and external business partners to foster productive collaborations.
  8. Promote a fair, positive, and equitable environment that supports a diverse workforce.
  9. Act as a brand ambassador for TD Bank, both internally and externally.

EXPERTISE AND EXPERIENCE

  1. Recognized as a specialist in tax and comprehensive wealth planning.
  2. Serve as a source of expert advice to senior management in your field; may lead teams of related specialists.
  3. Operate within general policies and industry guidelines.
  4. Engage stakeholders to drive action; serve as a source of expert advice, influence change, and contextualize information within the broader organization.

QUALIFICATIONS

  1. Undergraduate degree.
  2. Advanced professional degree (CA or LL.B/JD).
  3. Certified financial planning designation is advantageous (CFP, Pl. Fin, etc.).
  4. Expertise in taxation and holistic financial planning.
  5. Completion of the In-depth Tax course, levels 1 & 2 or a Master's in Tax is a significant asset.
  6. A minimum of 10 years of relevant experience.

About TD Bank:

TD is among the world's leading financial institutions and ranks as the fifth largest bank in North America by branches. Daily, we deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. Our team of over 95,000 colleagues brings diverse skills, talent, and creativity to the Bank, our clients, 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.

Our Total Rewards Package:
Our Total Rewards package reflects our commitment to investing in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. This includes a base salary, variable compensation, and various key plans such as health and wellness benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs.

Additional Information:
We appreciate your interest in building a career with TD. Through regular development discussions, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both professionally and personally.

Colleague Development:
If you are interested in a specific career path or wish to develop certain skills, we are here to assist you. You will have regular career, development, and performance discussions with your manager, as well as access to an online learning platform and various mentoring programs to help you unlock future opportunities.

Training & Onboarding:
We will provide comprehensive training and onboarding sessions to ensure you have all the resources needed to succeed in your new role.

Interview Process:
We will reach out to candidates of interest to schedule interviews. We strive to communicate outcomes to all applicants via email or phone.

Accommodation:
Your accessibility is important to us. Please inform us if you require accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help remove barriers during the interview process. We look forward to your response.

Language Requirement: N/A.

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