Wealth Planning Support Specialist

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Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight in the following manner: 

•    Providing general wealth planning advice and guidance (tax, estate planning, retirement) as well as the use of wealth planning tools and process 
•    Supporting advisors dealing with mass affluent and HNW clients through email and phone 
•    Providing wealth planning subject matter expertise for building and presenting wealth plans
•    Conducting Plan reviews to ensure adherence to Wealth Planning Standards and provide feedback for advisor development
•    Delivering live coaching sessions to advisors and their leader providing feedback and expertise on their wealth plans
•    Developing training and support material to help elevate the wealth planning acumen of TD Wealth advisors
•    Engaging with advisors to coach them on plan quality with a focus on delivering quality, value add, holistic wealth plans to clients
•    Carry out independent research on relevant advanced financial, tax, and estate planning topics, as it relates to wealth plans under construction
•    Keeping abreast of wealth planning developments and help increase the overall wealth planning knowledge level of the Wealth Planning Support group 
•    Delivery of Plan Oversight with a focus on regulatory compliance, the client experience, and advisor productivity

Job Requirements/Qualifications/Skills/Experience:

•    A minimum 5 years of wealth planning experience gained through client contact or in a technical advisory support role to advisors, coupled with investment industry knowledge
•    Understanding/knowledge of Canadian and provincial specific taxation for individuals and corporations
•    Knowledge of and experience working with advanced financial planning issues 
•    Must possess a passion for financial, tax, and estate planning and have a good understanding of how advisors work with clients
•    Financial planning designation (CFP, F.Pl.)
•    Professional writing experience
•    Proficiency in Microsoft Office, particularly Word and PowerPoint
•    Fluency in French is an asset
•    Designations such as CPA, CA, LL.B, TEP are an asset
•    Training and facilitation experience is an asset
•    Experience engaging with clients or advisors using screen share technology would be an asset

Additional Information    
•    Computer literacy 
•    Passionate about delivering exceptional client experiences 
•    A self-starter who is results-oriented and gets things done on time, under minimal supervision 
•    Strong grasp of optimal wealth planning processes
•    Works effectively and collaboratively in a team environment
•    Strong communication, presentation, time management, and organizational skills

*Successful candidate must reside in the Prairies or BC region.

Who We Are:

TD 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our 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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & 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 (Quebec only):