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Wealth Planning Specialist

2 months ago

Markham, Ontario, Canada TD Bank Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at TD Bank. As a key member of our Wealth Management group, you will be responsible for delivering high-value customized guidance on tax, retirement, estate, and overall wealth planning to our high net worth and ultra-high net worth clients.

Key Responsibilities
  • Client Focus: Demonstrate a client-centric approach by providing a legendary client planning experience during every interaction to maximize retention and growth.
  • Professional Support: Offer expert retirement, tax, and estate planning support and solutions to qualifying clients of TD Wealth.
  • Customized Planning: Prepare comprehensive wealth plans independently on a timely basis based on information obtained directly from relationship managers/advisors.
  • Research and Development: Conduct independent research to ensure all client key issues (retirement, tax, estate planning) are addressed and stay up-to-date on relevant wealth planning developments.
  • Client Meetings and Education: Participate in client meetings and delivery of client educational seminars as needed.
Shareholder Focus
  • Strategic Planning: Plan, recommend, and implement a strategy to deliver industry-leading HNW planning solutions to support the growth of PWM.
  • Compliance: Deliver HNW Planning solutions in a manner that is compliant with regulations, policies, and procedures.
  • Business Development: Proactively spot, anchor, introduce, and follow up on opportunities for complimentary businesses and solutions.
  • Execution: Execute on TD Wealth's high net worth strategy.
  • Advisor Support: Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation.
  • Documentation: Ensure documentation is accurate and properly reflects the client's intentions and is consistent with relevant regulations.
  • Service Levels: Ensure appropriate service levels are provided to maximize role profitability, minimize costs, and manage business to avoid financial losses and reputational damage to TDBG.
  • Reporting: Diligently track and report on a regular basis, the outcome of wealth plans delivered and new business generated.
  • Sales Strategies: Develops and implements sales strategies to proactively attract, acquire, and retain clients, sales opportunities, and referrals, to increase profitability and enable business growth.
  • Product Promotion: Promote and offer full suite of tax and estate products, sales, services, and banking capabilities.
  • Risk Management: Protect the interests of the TD Bank – identify and manage risks, and escalate non-standard, high-risk transactions/activities as necessary.
  • Process Improvement: Identify, suggest, and actively participate in process improvement opportunities.
  • Relationship Management: Actively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirements.
  • Emerging Issues: Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
  • Citizenship: Support our corporate responsibility and citizenship objectives through community and charity involvement.
Employee/Team Focus
  • Teamwork: Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest.
  • Relationships: Work effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management.
  • Thought Leadership: Provide thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit.
  • Knowledge Growth: Keep current on emerging trends/developments and grow knowledge of the business, related tools, and techniques.
  • Personal Development: Participate in personal performance management and development activities, including cross-training within own team.
  • Mentorship: Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences, and leveraging best practices.
  • Leadership: Lead, motivate, and develop relationships with internal and external business partners/stakeholders to develop productive working relationships.
  • Diversity and Inclusion: Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
  • Brand Ambassador: Act as a brand ambassador for WAS and the bank, both internally and/or externally.
Breadth and Depth
  • Expertise: Recognized as an expert in tax and overall wealth planning.
  • Leadership: Serve as a source of expert advice to senior management in the field of specialty; may lead team(s) of related specialists/experts.
  • Industry Guidelines: Work within general policies and industry guidelines.
  • Stakeholder Engagement: Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context.
Experience and Education
  • Education: Undergraduate degree.
  • Advanced Degree: Advanced professional degree (CA or LL.B/JD).
  • Designation: Certified financial planning designation an asset (CFP, Pl. Fin, etc.).
  • Tax Knowledge: Tax knowledge and expertise on holistic financial planning.
  • Experience: Minimum 10 years of practical experience.
About TD Bank

TD Bank is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, 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.

We are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer-facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training and Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you

Language Requirement:

N/A.
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