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Wealth Management Advisor

3 months 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 employees. We encourage candidates to engage in open discussions with our HR Team regarding compensation inquiries, including specifics for this position.

Position Overview:

The High Net Worth Financial Strategist plays a crucial role in collaborating with TD advisors to provide tailored, high-value guidance on tax, retirement, estate, and comprehensive wealth management for HNW and UHNW clients of TD.

KEY RESPONSIBILITIES

CLIENT FOCUS

  1. Exhibit our dedication to a client-first philosophy by ensuring an exceptional Client Planning Experience during every interaction to enhance retention and growth.
  2. Deliver expert retirement, tax, and estate planning support to eligible clients of TD Wealth. Independently prepare customized wealth strategies promptly based on insights gathered from relationship managers/advisors.
  3. Conduct thorough research to address all critical client issues (retirement, tax, estate planning) and stay updated on relevant developments in wealth management.
  4. Engage in client meetings and facilitate educational seminars as required.

SHAREHOLDER VALUE

  1. Devise, recommend, and execute strategies to provide industry-leading HNW planning solutions that bolster PWM growth.
  2. Implement 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. Execute 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, adhering to relevant regulations.
  7. Maintain appropriate service levels to optimize role profitability, minimize costs, and manage business risks.
  8. Regularly track and report on the outcomes of wealth plans delivered and new business generated.
  9. Develop and implement sales strategies to attract, acquire, and retain clients, enhancing profitability and facilitating business growth.
  10. Promote a comprehensive suite of tax and estate products, services, and banking capabilities.
  11. Safeguard the interests of TD Bank by identifying and managing risks, escalating high-risk transactions as necessary.
  12. Propose and actively engage in process improvement initiatives.
  13. Manage relationships across businesses, ensuring alignment with TD Bank and regulatory standards.
  14. Stay informed about 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 prioritizes service, quality, innovation, and teamwork while ensuring timely communication of relevant issues.
  2. Build 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 knowledge in your area of expertise, facilitating knowledge transfer within the team and business unit.
  4. Stay current on emerging trends and developments, enhancing your understanding of the business and related tools.
  5. Engage in personal performance management and development activities, including cross-training within your team.
  6. Contribute to the development of team skills and capabilities through mentorship and sharing of knowledge and 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 Wealth and the bank, both internally and externally.

EXPERTISE & 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 and influence change.

QUALIFICATIONS

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

About TD:

TD is a leading global financial institution and the fifth largest bank in North America by branches. We deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. Our diverse team of over 95,000 colleagues brings their skills and creativity to the Bank and the communities we serve, guided by our vision to be the better bank and our purpose to enrich lives.

Our Total Rewards Package:
Our Total Rewards package reflects our commitment to supporting our colleagues' financial, physical, and mental well-being. It includes a competitive salary, variable compensation, health and wellness benefits, retirement programs, paid time off, banking benefits, and professional development opportunities.

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

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

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

Interview Process:
We will reach out to candidates of interest to schedule interviews and 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 to participate in the interview process. We look forward to your response.

Language Requirement: N/A.