Centralized Planner High Net Worth Clients

Position: Centralized Planner for High Net Worth Clients
Join TD's Private Wealth Management team as a Centralized Planner based in Toronto, Ontario. This position specializes in providing customized financial solutions to high net worth clients.

In this role, you will partner with TDW advisors to create and enhance wealth plans addressing key financial issues like retirement and estate planning. Your strategic insights will drive the success of TD’s HNW strategy, ensuring fulfilling client relationships and successful financial outcomes.

Key Responsibilities:

• Develop tailored wealth plans based on client consultations

• Research financial planning developments and trends

• Identify opportunities for cross-business solutions

• Maintain strong networks with TDW advisors and managers

• Present wealth planning strategies to advisory teams

Requirements:

• Certified Financial Planner (CFP) and undergraduate degree

• At least 5 years of wealth planning experience

• Excellent presentation and relationship-building skills

• Proficient in Microsoft Office and planning software

• Complex financial planning experience preferred

Utilize your wealth planning skills to support high net worth clients and enhance their financial future with TD.
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