Centralized planner

Lieu de travail : Toronto, Ontario, Canada

Horaire : 37.5

Secteur d’activité : Postes généraux TD

Détails de la rémunération : $76,800 - $115,200 CAD

La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.

En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

Description du poste :

Department Overview:

As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning process by providing knowledge, tools and planning support that empowers advisors to make sound and proactive recommendations that are tailored to each client's unique objectives. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives.

Centralized Planning is a team within the WPS team. Centralized Planning consists of financial planning subject matter experts with an overarching objective of supporting TD Wealth (TDW) advisors with delivering on our 4 Pillar Value Proposition. The team creates plans using TD Wealth Architect for TDW advisors targeting clients with $1M to $3M of investable assets. The team's mandate is to support TDW advisors with increasing and elevating planning within their book of business.

Job Description:

The Centralized Planner is responsible for partnering with TDW advisors to deliver high value customized guidance and recommendations on retirement, tax, estate and overall wealth planning to high net worth (HNW) clients of TDW. Specifically, the Centralized Planner has accountability for:

• Providing professional financial, tax, estate and risk management planning support and solutions to qualifying HNW clients of TDW;
• Assisting TDW advisors and relationship managers with creating and updating financial plans, opportunity spotting, and revenue generation;
• Executing TDW's HNW strategy.

The Centralized Planner is an experienced practitioner whose expertise is leveraged by partners in TDW. He/she/they will support a dedicated region in driving the strategic vision of delivering wealth planning to TDW's clients.

Key responsibilities include:

• Preparing customized wealth plans for TDW's HNW clients based on information obtained directly from their TDW advisor;
• Carrying out independent research to ensure client’s key issues (retirement, tax, philanthropic and estate planning) are addressed;
• Keeping informed of relevant wealth planning (retirement, tax, estate planning, etc.) developments and keeping TDW partners informed of developments;
• Proactively spotting opportunities for complimentary businesses and solutions;
• Working effectively to develop and maintain relationships with TDW advisors and Branch Managers;
• Delivering wealth planning presentations to TDW advisors;
• Developing strong internal networks and referral sources;
• Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG;
• Carry out other tasks and duties as assigned by manager from time to time.

Education/Accreditations:

• Undergraduate degree;
• Certified Financial Planner (CFP) designation;
• 8 years of relevant experience in all aspects of Wealth Planning;
• Complex Financial Planning experience;
• Strong analytical and judgment skills;
• Computer skills: Microsoft Office, Voyant or other Financial Planning software expertise;
• Ability to work both as part of a team and independently.

Other Qualifications/Skills/Experience:

• Minimum 8 years of financial or wealth planning experience gained at an accounting firm or financial institution;
• A self-starter with the ability to work independently and to provide high quality services to clients;
• Excellent people and relationship building skills;
• Strong communication, presentation, time management, and organizational skills;
• Computer proficiency (Word, Powerpoint, Excel, etc.);
• Professional designation such as CPA and/or LL.B is an asset;
• Investment and insurance industry knowledge is a strong asset.

À propos de nous:

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.