Wealth Planning Specialist

Winnipeg - Canada

Monthly Salary: $ 77500 - 109400

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Work Location:

Winnipeg Manitoba Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$77500 - $109400 CAD

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 candidates 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:

As a member of Private Wealth Management the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement tax estate and overall wealth planning to HNW clients of TD. Specifically the Wealth Planning Specialist has accountability for:

Providing professional financial tax estate and risk management planning support and solutions to qualifying clients of TD Wealth; Assisting advisors and relationship managers with business development opportunity spotting and revenue generation; and Executing TD Wealths high net worth strategy.

The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required for wealth planning.

Key responsibilities include:
Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
Carrying out independent research to ensure clients key issues (retirement tax philanthropic and estate planning) are addressed
Keeping informed of relevant wealth planning (retirement tax estate planning etc.) developments and keeping TD partners informed of developments
Proactively spotting anchoring introducing and following up on opportunities for complimentary businesses and solutions
Working effectively to develop and maintain relationships with TD Wealth advisors and relationship managers within TD Wealth Management
Delivering wealth planning presentations to Advisors and clients
Working closely and assisting other WAS team members with preparing comprehensive wealth plans
Developing strong internal and external networks and referral sources
Ensuring appropriate service levels are provided to maximize role profitability minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
Carry out other tasks and duties as assigned by manager from time to time

Education/Accreditations:
Undergraduate degree
Accredited financial planning designation (CFP PFP)
8 years of relevant experience in all aspects of Wealth Planning
Complex Financial Planning experience
Effective communication skills in English both oral and written
Strong analytical and judgment skills.
Computer skills : Microsoft Office Naviplan Voyant or CCH (Financial Planning software).
Ability to work both as part of a team and independently

Other Qualifications/Skills/Experience:
Minimum 8 years of financial or wealth planning experience gained at an accounting firm or financial institution
A self-starter with the ability to work independently and to provide high quality services to clients
Excellent people and relationship building skills
Strong communication presentation time management and organizational skills
Computer proficiency (Word Powerpoint Excel etc.)
Professional designation such as (CPA CA CMA CGA CFA LLB JD) is an asset
Investment and insurance industry knowledge strong assets

Who We Are:

TD is one of the worlds 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 95000 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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):

Sans Objet

Required Experience:

Work Location:Winnipeg Manitoba CanadaHours:37.5Line of Business:TD WealthPay Details:$77500 - $109400 CADTD 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. ...