Wealth Planning Support Specialist

TD Bank

Calgary, Alberta, Canada
$81,600 - $115,200 cad; not specified; not specifi...
Wealth planning advice and guidance
Support advisors with clients
Conduct plan reviews
The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight

Job Summary

  • The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight.
  • This role involves providing general wealth planning advice and guidance, supporting advisors, and conducting plan reviews.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development.

Matching Summary

The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight.

Salary

$81,600 - $115,200 CAD; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Passion for financial planning
  • Results-oriented and self-starter
  • Collaborative team environment
  • Exceptional client experiences

Key Requirements

  • Minimum 5 years of wealth planning experience
  • Canadian and provincial taxation knowledge
  • Advanced financial planning issues experience
  • Financial planning designation (CFP, F.Pl.)
  • Professional writing experience
  • Proficiency in Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter