Manager, Wealth Planning Office

TD•Toronto, ON

2d•Onsite

About The Position

The Manager, Wealth Planning Office will be responsible for managing the creation, development and maintenance of strategic wealth planning related content such as client-friendly articles, internal education webinars, monthly newsletter, and other specialized content. Manage the strategic wealth planning content program for Wealth Advice. Oversee timelines and processes related to keeping content current and up-to-date. Manage policies and procedures related to creating and maintaining content. Collaborate with partners to identify business needs for content, including but not limited to Advisory Councils, Advice Marketing, and the Strategic and Editorial Content team. Recommend and champion strategies to enhance usage of article library. Identify, recommend, and support the adoption of digital, video, and AI‑enabled tools to enhance content development and delivery. Act as a steward of technical integrity and risk culture by ensuring all content aligns with enterprise standards, regulatory expectations, and accessibility requirements. Responsible for prioritizing and drafting new content, revising existing content along set timelines and where necessary based on legislative or other meaningful changes. Write and create content that addresses complex financial planning topics in a client-friendly manner. Act as a Subject Matter Expert (SME) for business partners, providing reviews and recommendations for wealth planning content. Work with internal partners to provide expertise and input to maintain integrity and minimize risk. Manage feedback from internal partners and advisor base to enhance content and create new content to support changing needs over time. Be proactively involved in spotting opportunities for complimentary businesses and solutions. Provide expert knowledge in finance, taxation, insurance and estate planning topics in support of various projects and initiatives. Research complex financial topics and convey findings into content pieces that are readable and conducive to advisor learning, and end-client support. Carry out independent research on relevant advanced financial, tax and estate planning topics, as it relates to plans under construction. Keep abreast of wealth planning developments and help increase the overall wealth planning knowledge level of Wealth Advice.

Requirements

A minimum 10 years of wealth planning experience gained through client contact or in a technical advisory support role to advisors, coupled with investment industry knowledge.
Deep technical knowledge of Canadian tax, estate, and financial planning is required.
A CFP designation is required.
Demonstrate superior writing and communication skills.
Self-starter who is results-oriented and who works effectively and collaboratively in a team-environment.
Proficiency in Microsoft Office, particularly Word, PowerPoint and Excel, and Adobe as well as experience with AI tools.
Knowledge of and experience working with advanced financial planning issues.
Must possess a passion for financial, tax and estate planning and have a good understanding of how advisors work with clients.
Demonstrate leadership and support the employee experience.
Highly organized individual, able to multi-task and work in a fast paced environment.
Ability to work collaboratively with the team, as well as individually to complete assigned tasks.

Nice To Haves

Fluent in French and English is an asset.
CPA, CA, CFA, JD/LLB are strongly preferred.
Strong communication, presentation, time management, and organizational skills.
Enjoys translating complex technical concepts into clear, usable guidance.
Is comfortable balancing technical depth with plain‑language communication.
Thinks strategically about content—not just writing, but impact and adoption.
Values strong governance, risk awareness, and collaboration.
Strong passion and focus on building a first-class wealth planning support organization.
A self-starter who is results-oriented and gets things done on time.
Works effectively and collaboratively in a team environment.
Comfort working with digital content platforms, planning tools, and emerging technologies (including AI‑enabled research or drafting tools).
Ability to evolve content formats to improve engagement, accessibility, and advisor adoption.
Demonstrated curiosity and willingness to modernize how technical content is created and delivered.

Responsibilities

Manage the strategic wealth planning content program for Wealth Advice.
Oversee timelines and processes related to keeping content current and up-to-date.
Manage policies and procedures related to creating and maintaining content.
Collaborate with partners to identify business needs for content, including but not limited to Advisory Councils, Advice Marketing, and the Strategic and Editorial Content team.
Recommend and champion strategies to enhance usage of article library.
Identify, recommend, and support the adoption of digital, video, and AI‑enabled tools to enhance content development and delivery.
Act as a steward of technical integrity and risk culture by ensuring all content aligns with enterprise standards, regulatory expectations, and accessibility requirements.
Prioritize and draft new content, revising existing content along set timelines and where necessary based on legislative or other meaningful changes.
Write and create content that addresses complex financial planning topics in a client-friendly manner.
Act as a Subject Matter Expert (SME) for business partners, providing reviews and recommendations for wealth planning content.
Work with internal partners to provide expertise and input to maintain integrity and minimize risk.
Manage feedback from internal partners and advisor base to enhance content and create new content to support changing needs over time.
Be proactively involved in spotting opportunities for complimentary businesses and solutions.
Provide expert knowledge in finance, taxation, insurance and estate planning topics in support of various projects and initiatives.
Research complex financial topics and convey findings into content pieces that are readable and conducive to advisor learning, and end-client support.
Carry out independent research on relevant advanced financial, tax and estate planning topics, as it relates to plans under construction.
Keep abreast of wealth planning developments and help increase the overall wealth planning knowledge level of Wealth Advice.