Wealth Planning Specialist

1 week ago

Victoria, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time
Job Title: High Net Worth Planner

The Toronto-Dominion Bank (Canada) is seeking a skilled High Net Worth Planner to join our team. As a key member of our Wealth Planning department, you will work closely with TD advisors to deliver high-value customized guidance on tax, retirement, estate, and overall wealth planning to HNW and UHNW clients.

Key Responsibilities:
  • Provide exceptional client-centric service, ensuring a legendary Client Planning Experience is delivered during every client interaction.
  • Offer professional retirement, tax, and estate planning support and solutions to qualifying clients of TD Wealth.
  • Develop and implement customized wealth plans independently on a timely basis, based on information obtained directly from relationship managers/advisors.
  • Conduct thorough research to address clients' key issues (retirement, tax, estate planning) and stay up-to-date on relevant wealth planning developments.
  • Participate in client meetings and delivery of client educational seminars as needed.
Accountabilities:
  • Plan, recommend, and implement a strategy to deliver industry-leading HNW planning solutions, supporting the growth of PWM.
  • Deliver HNW Planning solutions in a manner that is compliant with regulations, policies, and procedures.
  • Identify, introduce, and follow up on opportunities for complimentary businesses and solutions.
  • Execute on TD Wealth's high net worth strategy.
  • Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation.
  • Ensure accurate and compliant documentation that reflects clients' intentions and adheres to relevant regulations.
  • Provide exceptional service levels to maximize role profitability, minimize costs, and manage business to avoid financial losses and reputational damage.
  • Track and report on the outcome of wealth plans delivered and new business generated.
  • Develop and implement sales strategies to attract, acquire, and retain clients, sales opportunities, and referrals, increasing profitability and enabling business growth.
  • Promote and offer a full suite of tax and estate products, sales, services, and banking capabilities.
  • Protect TD Bank's interests, identifying and managing risks, and escalating non-standard, high-risk transactions/activities as necessary.
  • Identify, suggest, and actively participate in process improvement opportunities.
  • Manage relationships within and across businesses, ensuring alignment with TD Bank and regulatory requirements.
  • Stay up-to-date on emerging issues, trends, and evolving regulatory requirements, assessing potential impacts.
  • Support corporate responsibility and citizenship objectives through community and charity involvement.
Requirements:
  • Advanced professional degree (CA or LL.B/JD).
  • Certified financial planning designation an asset (CFP, Pl. Fin, etc.).
  • Tax knowledge and expertise on holistic financial planning.
  • Completion of the In-depth Tax course, levels 1 & 2 or Masters of Tax is a strong asset.
  • Minimum 10 years of practical experience.

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