Wealth Planning Support Specialist

TD Bank

Calgary, Alberta, Canada
Base: $81,600 - $115,200 cad; bonus/equity: not sp...
Wealth planning advice and guidance
Support advisors with clients
Wealth planning subject matter expertise
The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight, offering general wealth planning advice and guidance, and supporting advisors with mass affluent and HNW clients

Job Summary

  • The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight, offering general wealth planning advice and guidance, and supporting advisors with mass affluent and HNW clients.
  • Key responsibilities include conducting plan reviews, delivering live coaching sessions to advisors, developing training materials, and carrying out independent research on advanced financial, tax, and estate planning topics.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, health and well-being benefits, and career development programs.

Matching Summary

The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight, offering general wealth planning advice and guidance, and supporting advisors with mass affluent and HNW clients.

Salary

Base: $81,600 - $115,200 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Wealth planning advice and guidance
  • Support advisors with clients
  • Wealth planning subject matter expertise
  • Conduct plan reviews
  • Deliver live coaching sessions
  • Develop training material
  • Independent research on planning topics

Nice-to-have

  • Passion for financial planning
  • Deliver exceptional client experiences
  • Results-oriented and self-starter
  • Works effectively in a team

Key Requirements

  • Minimum 5 years wealth planning experience
  • Knowledge of Canadian taxation
  • Experience with advanced financial planning
  • Financial planning designation (CFP, F.Pl.)
  • Professional writing experience
  • Proficiency in Microsoft Office

Work Rights

Must reside in Prairies or BC region

Tailored Resume

Cover Letter