Wealth Planning Specialist

TD•Winnipeg, MB

6d•Onsite

About The Position

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 Wealth's 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.

Requirements

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
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.)

Nice To Haves

Professional designation such as (CPA, CA, CMA, CGA, CFA, LLB, JD) is an asset
Investment and insurance industry knowledge strong assets

Responsibilities

Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
Carrying out independent research to ensure client’s 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