Senior Wealth Planning Specialist
TD Bank Group
Deliver customized wealth planning guidance in Toronto with TD, using retirement, tax, estate, and risk management expertise for high-net-worth clients.
As an experienced Wealth Planning Specialist, you will support TD Private Wealth Management and its Centralized Planning team. You will partner with Private Bankers and TD Wealth partners to prepare holistic strategies. Your guidance will translate complex planning considerations into practical recommendations for clients and advisors.
Key Responsibilities:
- Prepare and present customized wealth plans for qualifying TD Wealth clients
- Integrate retirement, tax, estate, philanthropic, succession, and risk considerations
- Identify planning opportunities with Private Bankers and internal partners
- Research client-specific issues and maintain current planning knowledge
- Support consistent delivery aligned with TD Wealth standards
Requirements:
- Undergraduate degree and Certified Financial Planner designation
- Five or more years of relevant financial or wealth planning experience
- Holistic wealth planning experience with high-net-worth individuals and families
- Technical knowledge across retirement, tax, estate, and risk management
- Experience with Conquest, Planworth, Voyant, Salesforce, or similar platforms
Apply wealth planning, communication, and analytical expertise to strengthen planning-led advice for TD clients in Toronto.
#J-18808-LjbffrVacancy posted 6 hours ago
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