Toronto Centralized Wealth Planner Role

Drive client-centric wealth solutions at TD as a Centralized Planner in Toronto, Ontario. This role is dedicated to maximizing wealth planning for high net worth individuals.
You will collaborate with TDW advisors, focusing on personalized retirement, tax, and estate planning for clients with substantial investable assets. Your efforts will help elevate the overall planning strategies within TD Wealth, supporting both advisors and clients in achieving their financial goals.
Key Responsibilities:
• Create comprehensive wealth plans for clients with TDW advisors
• Stay updated on wealth planning regulations and strategies
• Proactively identify business opportunities for advisors
• Foster meaningful relationships with internal stakeholders
• Conduct engaging presentations on wealth strategies
Requirements:
• Undergraduate degree with CFP certification
• Minimum 5 years of experience in wealth planning
• Strong analytical, organizational, and interpersonal...