Job Description
Elevate your career with TD as a Centralized Planner in Toronto, Ontario. This role focuses on delivering tailored wealth planning solutions to high net worth clients and advisors.
As part of TD Private Wealth Management, you will collaborate with advisors to create customized retirement and estate plans for clients with $1M to $3M in investable assets. Your expertise will guide the wealth planning process and enhance business growth through strategic insights and opportunity spotting.
Key Responsibilities: • Prepare customized wealth plans for high net worth clients • Conduct independent research on financial planning issues • Spot opportunities for complementary services and solutions • Build lasting relationships with TDW advisors and Branch Managers • Deliver presentations on wealth planning to advisors
Requirements: • Undergraduate degree and CFP designation • Minimum 5 years of wealth planning experience • Strong analytical and communication skills • Pr...
As part of TD Private Wealth Management, you will collaborate with advisors to create customized retirement and estate plans for clients with $1M to $3M in investable assets. Your expertise will guide the wealth planning process and enhance business growth through strategic insights and opportunity spotting.
Key Responsibilities: • Prepare customized wealth plans for high net worth clients • Conduct independent research on financial planning issues • Spot opportunities for complementary services and solutions • Build lasting relationships with TDW advisors and Branch Managers • Deliver presentations on wealth planning to advisors
Requirements: • Undergraduate degree and CFP designation • Minimum 5 years of wealth planning experience • Strong analytical and communication skills • Pr...
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