Wealth Planning Support Specialist
TD
full-time
Posted on:
Location Type: Office
Location: Montréal • Canada
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Salary
💰 CA$76,800 - CA$115,200 per year
About the role
- Partnering with TDW advisors to provide customized guidance and recommendations
- Assisting with creating and updating financial plans, opportunity spotting, and revenue generation
- Preparing customized wealth plans and conducting research to ensure client needs are met
Requirements
- Bilingual – Must be fluent in French
- IQPF Financial planning designation in good standing (Pl. Fin.)
- Undergraduate degree
- A minimum of 5 years of wealth planning experience
- Understanding/knowledge of Canadian and Quebec provincial specific taxation
- Knowledge of advanced financial planning issues
- Expert working knowledge of financial planning tools
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Career development and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningwealth planningtaxationadvanced financial planning issues
Soft skills
customized guidancerecommendationsclient needs assessment
Certifications
IQPF Financial planning designationundergraduate degree