Wealth Planning Specialist

2 weeks ago

Victoria, British Columbia, 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 high net worth and ultra-high net worth clients.

Key Responsibilities
  • Client Focus
    • Provide exceptional client service and ensure a legendary client experience through every interaction
    • Develop and implement customized wealth plans to meet clients' unique needs and goals
    • Stay up-to-date on relevant wealth planning developments and trends
  • Strategic Planning
    • Collaborate with TD advisors to deliver high-value guidance and solutions to clients
    • Develop and implement strategies to drive business growth and revenue
    • Identify and capitalize on opportunities for cross-selling and upselling
  • Team Collaboration
    • Work closely with investment advisors and relationship managers to deliver exceptional client service
    • Participate in knowledge sharing and best practices within the team
    • Contribute to the development of skills and capabilities within the team
Requirements
  • Education
    • Undergraduate degree
    • Advanced professional degree (CA or LL.B/JD)
  • Experience
    • Minimum 10 years of practical experience in wealth planning or a related field
    • Proven track record of delivering high-value guidance and solutions to clients
  • Skills
    • Expertise in tax and overall wealth planning
    • Strong analytical and problem-solving skills
    • Excellent communication and interpersonal skills
About TD Bank

TD Bank is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We are a diverse and inclusive organization, with a passion for helping our customers and communities thrive. If you're looking for a challenging and rewarding career opportunity, we encourage you to apply.

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