TD

Wealth Planning Support Specialist

TD

full-time

Posted on:

Location Type: Office

Location: Pointe Claire • 🇨🇦 Canada

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Salary

💰 CA$76,800 - CA$115,200 per year

Job Level

Mid-LevelSenior

About the role

  • Partnering with TDW advisors for delivering customized guidance and recommendations on retirement, tax, estate, and wealth planning to high net worth clients
  • Preparing customized wealth plans for TDW's HNW clients
  • Carrying out independent research to ensure client’s key issues are addressed
  • Keeping informed of relevant wealth planning developments
  • Proactively spotting opportunities for complimentary businesses and solutions
  • Working effectively to develop and maintain relationships with TDW advisors and Branch Managers
  • Delivering wealth planning presentations to TDW advisors
  • Ensuring appropriate service levels to maximize role profitability and manage business risks
  • Conducting Plan reviews and delivering live coaching sessions to advisors
  • Developing training and support material for TD Wealth advisors

Requirements

  • Bilingual – Must be fluent in French
  • Undergraduate degree
  • IQPF Financial planning designation in good standing (Pl. Fin.)
  • A minimum of 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 Quebec provincial specific taxation for individuals and corporations
  • Knowledge of and experience working with advanced financial planning issues
  • Expert working knowledge of financial planning tool(s), such as Voyant, Planworth, Conquest and/or Naviplan
  • Must possess a passion for financial, tax, and estate planning and have a good understanding of how advisors work with clients
  • Professional writing experience
  • Proficiency in Microsoft Office, particularly Word and PowerPoint
  • 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
Benefits
  • health and well-being benefits
  • savings and retirement programs
  • paid time off
  • banking benefits and discounts
  • career development
  • reward and recognition programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
wealth planningfinancial planningtax planningestate planningadvanced financial planningclient engagementinvestment industry knowledgefinancial planning toolsscreen share technologyprofessional writing
Soft skills
relationship developmentcommunicationtrainingfacilitationproactive problem solvingresearchpresentation skillsservice level managementcoachingbilingual communication
Certifications
IQPF Financial planning designationCPACALL.BTEP