Manager, Wealth Planning Content

TD•Toronto, ON

7d•CA$96,900 - CA$136,800•Onsite

About The Position

The Manager, Wealth Planning Content is responsible for leading the development, management, and evolution of strategic wealth planning content that supports advisors, clients, and business partners across Wealth Advice. You will oversee the creation and maintenance of client-friendly articles, advisor education materials, webinars, newsletters, and specialized planning resources, ensuring all content remains accurate, relevant, and aligned with business objectives. In this role, you will collaborate closely with Wealth Planning, Advice Marketing, Advisory Councils, Strategic and Editorial Content teams, and other key stakeholders to identify content priorities and deliver high-quality resources that support advisor capability and client outcomes. You will be accountable for the overall content governance framework, including editorial standards, content workflows, maintenance schedules, and processes to ensure content remains current and compliant. A significant focus of this role is monitoring, researching, and interpreting legislative, legal, regulatory, tax, trust, and estate planning developments that impact wealth management and financial planning strategies. You will assess the implications of new laws, regulations, court decisions, and policy changes and translate complex legal and technical concepts into clear, practical, and accessible content for advisors and clients. As a result, this role requires a strong foundation in legal, tax, trust, estate, or financial planning disciplines and the ability to understand and communicate the practical application of evolving legislation. You will serve as a subject matter expert for internal partners, providing guidance and recommendations on wealth planning content while ensuring alignment with enterprise standards, risk frameworks, accessibility requirements, and regulatory expectations. You will also identify opportunities to improve content adoption, leverage digital and AI-enabled tools, and modernize how technical knowledge is delivered across Wealth Advice. In addition, you will support strategic projects and initiatives by providing expertise in financial planning, taxation, trusts, estates, insurance, and related wealth planning disciplines. Through ongoing research and thought leadership, you will help elevate technical knowledge and awareness of emerging industry developments across the organization.

Requirements

7-10 years of experience in wealth planning, trust services, estate planning, taxation, law, financial planning, or technical advisory support roles within financial services.
Demonstrated experience working with, interpreting, or providing guidance on legislation, regulations, legal frameworks, or public policy related to wealth management, trusts, estates, taxation, or financial planning.
Strong legal, tax, trust, or estate planning background with the ability to analyze legislative changes and communicate their practical implications to advisors and clients.
Deep technical knowledge of Canadian tax, estate, trust, and financial planning concepts.
A university degree in Law, Finance, Accounting, Taxation, Business, or a related field.
Exceptional writing, editing, and communication skills with the ability to simplify complex legal, tax, and financial planning concepts into clear, actionable content.
Experience creating educational, technical, or thought leadership content for advisors, professionals, or clients.
Strong stakeholder management and collaboration skills, with the ability to influence and build credibility across diverse partner groups.
Highly organized with the ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
Proficiency in Microsoft Office applications, Adobe tools, and emerging AI-enabled content development technologies.
Strong understanding of governance, compliance, risk management, and regulatory requirements within the financial services industry.

Nice To Haves

CFP designation is considered an asset
CPA, CA, CFA, TEP, JD, or LLB designation is strongly preferred.

Responsibilities

Lead the development, management, and evolution of strategic wealth planning content.
Oversee the creation and maintenance of client-friendly articles, advisor education materials, webinars, newsletters, and specialized planning resources.
Ensure content remains accurate, relevant, and aligned with business objectives.
Collaborate with Wealth Planning, Advice Marketing, Advisory Councils, Strategic and Editorial Content teams, and other key stakeholders.
Identify content priorities and deliver high-quality resources that support advisor capability and client outcomes.
Be accountable for the overall content governance framework, including editorial standards, content workflows, maintenance schedules, and processes.
Monitor, research, and interpret legislative, legal, regulatory, tax, trust, and estate planning developments.
Assess the implications of new laws, regulations, court decisions, and policy changes.
Translate complex legal and technical concepts into clear, practical, and accessible content.
Serve as a subject matter expert for internal partners, providing guidance and recommendations.
Ensure alignment with enterprise standards, risk frameworks, accessibility requirements, and regulatory expectations.
Identify opportunities to improve content adoption, leverage digital and AI-enabled tools, and modernize technical knowledge delivery.
Support strategic projects and initiatives by providing expertise in financial planning, taxation, trusts, estates, insurance, and related wealth planning disciplines.
Help elevate technical knowledge and awareness of emerging industry developments through ongoing research and thought leadership.