Base: $81,600 - $115,200 cad; bonus/equity: not sp...
Wealth planning advice and guidance
Support for mass affluent and hnw clients
Wealth planning tools and processes
The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight including coaching advisors and ensuring adherence to Wealth Planning Standards
Job Summary
The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight including coaching advisors and ensuring adherence to Wealth Planning Standards.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings programs, paid time off, and career development opportunities.
TD fosters a respectful workplace valuing diverse perspectives and provides training, onboarding, and career development support to help colleagues succeed.
Matching Summary
The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight including coaching advisors and ensuring adherence to Wealth Planning Standards.
Salary
Base: $81,600 - $115,200 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Wealth planning advice and guidance
Support for mass affluent and HNW clients
Wealth planning tools and processes
Plan reviews and advisor feedback
Financial planning software proficiency
Regulatory compliance focus
Nice-to-have
Fluency in French
Training and facilitation experience
Screen share technology engagement
Strong communication and presentation skills
Collaborative team environment
Passion for client experience
Key Requirements
Minimum 5 years wealth planning experience
Financial planning designation (CFP, F.Pl.)
Knowledge of Canadian and provincial taxation
Experience with advanced financial planning issues