Wealth Planning Specialist
Job in
Toronto, Ontario, M5A, Canada
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position
Listed on 2026-10-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Description
:
Reporting to the Manager of the Centralized Planning team, the Wealth Planning Specialist partners with Private Bankers and other TD Wealth partners to deliver customized, high-value wealth planning guidance to high-net-worth clients. The role provides specialized expertise across retirement, tax, estate, risk management, and broader wealth planning considerations, helping clients and advisors identify planning opportunities and translate complex needs into practical, actionable strategies.
Specifically, the Wealth Planning Specialist has accountability for:
Delivering professional wealth planning guidance and solutions to qualifying HNW clients of TD Wealth.Partnering with Private Bankers, and other TD Wealth partners to identify planning opportunities and deepen client relationships.Preparing and presenting customized wealth plans that address retirement, tax, estate, risk management, and broader wealth priorities.Supporting the execution of TD Wealth’s HNW strategy by helping deepen client relationships and strengthen planning-led advice.The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners across TD Wealth. The Specialist supports the Private Banking business in advancing the strategic vision for delivering wealth planning to TD Wealth clients.
Key responsibilities include:
Client Planning and Advice Delivery
Prepare and present customized wealth planning solutions to TD Wealth clients and Private Banking partners, translating technical concepts into clear and actionable advice.Deliver objective, planning-led strategies that integrate a client's goals, values, and priorities into a holistic wealth planning framework.Translate complex retirement, tax, estate, philanthropic, succession, and risk management considerations into clear, actionable planning recommendations.Advisor and Partner Support
Partner with Private Bankers and internal partners to identify planning opportunities and deepen client relationships.Support client acquisition, retention, and asset growth opportunities through planning-led advice and identification of wealth management solutions.Develop strong internal networks and referral sources across TD Wealth.Technical Expertise and Practice Leadership
Conduct research on client-specific planning issues and remain current on relevant wealth planning developments.Serve as a subject matter expert on wealth planning matters and contribute to the ongoing development of planning best practices, advisor education, and planning excellence within TD Wealth.Support consistent, high-quality planning delivery aligned with TD Wealth standards.Business Management and Risk
Manage service levels and productivity while supporting a positive client and partner experience.Help mitigate financial, operational, and reputational risk through disciplined planning practices.Carry out other responsibilities as assigned by the manager.Required qualifications
Undergraduate degree.Certified Financial Planner (CFP) designation.5+ years of relevant financial or wealth planning experience.Demonstrated experience delivering holistic wealth planning solutions to HNW individuals and families.Strong technical knowledge across retirement, tax, estate, and risk management planning.Strong communication, presentation, relationship management, analytical, and judgment skills.Experience using financial planning technologies such as Conquest, Planworth, Voyant, Salesforce, and other client-planning or CRM platforms.Additional qualifications / assets
IQPF designation.Professional designation such as CPA, LL.B./J.D., or equivalent advanced tax, legal, or accounting credentials.Trust and Estate Practitioner (TEP) designation or willingness to obtain…
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