Wealth Planner

Position: Wealth Planner at TD
Elevate wealth planning strategies with TD in Toronto, Ontario as a Centralized Planner. Provide tailored financial, tax, and estate planning guidance to high net worth clients.

In the role of Centralized Planner, you will work within TD Private Wealth Management's Wealth Planning Support Team. Your expertise will support TD Wealth (TDW) advisors, enhancing their ability to create customized financial plans for clients with $1M to $3M in investable assets. This position involves conducting independent research and building strong relationships with advisors to drive innovative financial solutions.

Key Responsibilities:

• Prepare customized wealth plans for high net worth clients

• Conduct independent research on retirement and tax planning

• Keep informed on wealth planning developments

• Spot opportunities for complementary business solutions

• Deliver wealth planning presentations to advisors

Requirements:

• Undergraduate degree with CFP designation

• 5 years of wealth planning experience

• Strong analytical and judgment skills

• Proficiency in financial planning software

• Excellent relationship-building abilities

Leverage your financial expertise and communication skills to enhance client wealth management strategies at TD.
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