Wealth Planning Specialist
Role Overview
The Wealth Planning Specialist is part of Private Wealth Management and partners with TD advisors to provide customized guidance to high-net-worth clients.
The role provides financial, tax, estate, retirement, and risk-management planning support and solutions.
The specialist supports advisor business development, opportunity identification, and revenue generation, and helps execute TD Wealth's high-net-worth strategy.
The practitioner works with Wealth Advisory Services partners as required.
Key Skills for This Role
Full Job Posting
Role overview
The Wealth Planning Specialist is part of Private Wealth Management and partners with TD advisors to provide customized guidance to high-net-worth clients.
The role provides financial, tax, estate, retirement, and risk-management planning support and solutions.
The specialist supports advisor business development, opportunity identification, and revenue generation, and helps execute TD Wealth's high-net-worth strategy.
The practitioner works with Wealth Advisory Services partners as required.
Pay details
- Base pay range is CAD $81,600–$115,200; the source does not specify the salary cadence.
Responsibilities
- Prepare customized wealth plans using information from high-net-worth clients and relationship managers.
- Research client issues to address retirement, tax, philanthropic, and estate planning needs.
- Keep informed about wealth-planning developments and update TD partners.
- Identify, introduce, and follow up on opportunities for complementary businesses and solutions.
- Develop relationships with TD Wealth advisors and relationship managers; deliver planning presentations to advisors and clients.
- Work with Wealth Advisory Services colleagues on comprehensive plans and develop internal and external networks and referral sources.
- Maintain appropriate service levels, maximize profitability, control costs, and manage financial and reputational risks.
- Carry out other tasks and duties assigned by the manager.
Qualifications
- Undergraduate degree and an accredited financial planning designation, such as CFP or PFP.
- At least 8 years of relevant wealth-planning experience and complex financial planning experience.
- Effective oral and written communication skills in English; strong analytical and judgment skills.
- Computer skills, including Microsoft Office and financial planning software such as Naviplan, Voyant, or CCH.
- Ability to work independently and as part of a team; strong relationship-building, presentation, time-management, and organizational skills.
- Additional professional designations such as CPA, CA, CMA, CGA, CFA, LLB, or JD are assets; investment and insurance industry knowledge is also a strong asset.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at TD
Business Intelligence Specialist
Toronto, CAN
TD is seeking a Business Intelligence Specialist to lead reporting and analytics for Credit Card and Personal Lending risk portfolios. The role requires seven or more years of relevant experience, an undergraduate degree
Senior Specialized Finance Analyst
Toronto, CAN
TD seeks a Senior Financial Analyst to coordinate capital management and executive reporting for its insurance business. The role prepares and presents capital forecasts and financial reports, analyzes variances, and sup
Engineer I
Toronto, CAN
TD is seeking an Engineer I to advance engineering tools and automation across application, platform, and infrastructure environments. The role partners with operations and technology teams to improve build, test, releas
AVP, Programs & Deployment
Toronto, CAN
TD seeks an Associate Vice President to lead strategy, integration, governance, modernization, and deployment across its Wealth high-net-worth and specialized business portfolio. The role requires 10+ years of progressiv
HR Operations Analyst I
Toronto, CAN
TD is seeking an HR technology operations analyst to support Workday and related processes, manage operational activities, resolve issues, and improve controls and workflows. The description emphasizes systems expertise,
Market Risk Analyst, FX
Toronto, CAN
TD is seeking a Market Risk Analyst for its Global Foreign Exchange team, covering FX options and short-term interest rate trading. The role monitors exposures, limits, P&L, risk measures, and stress scenarios, and repor
TDS Operations Analyst II
Toronto, CAN
TD Securities is seeking an Operations Analyst II for its Client Due Diligence team. The role conducts AML and KYC reviews, researches client information, maintains audit trails, and supports audits and process improveme
Customer Experience associate
Terrace, CAN
TD is seeking a customer-focused associate to handle branch transactions, resolve concerns, and recommend banking solutions. Candidates need a high school diploma or at least one year of relevant experience, strong commu
Business Intelligence Specialist
Toronto, CAN
Senior Specialized Finance Analyst
Toronto, CAN
Engineer I
Toronto, CAN
AVP, Programs & Deployment
Toronto, CAN
HR Operations Analyst I
Toronto, CAN
Market Risk Analyst, FX
Toronto, CAN
TDS Operations Analyst II
Toronto, CAN
Customer Experience associate
Terrace, CAN