Wealth Planning Support Specialist
The Toronto-Dominion Bank (Canada)Job Description
Description
:The Wealth Planning Support specialist provides delivery of TD Wealth Planning Support and Plan Oversight in the following manner:
• Providing general wealth planning advice and guidance (tax, estate planning, retirement) as well as the use of wealth planning tools and process
• Supporting advisors dealing with mass affluent and HNW clients through email and phone
• Providing wealth planning subject matter expertise for building and presenting wealth plans
• Conducting Plan reviews to ensure adherence to Wealth Planning Standards and provide feedback for advisor development
• Delivering live coaching sessions to advisors and their leader providing feedback and expertise on their wealth plans
• Developing training and support material to help elevate the wealth planning acumen of TD Wealth advisors
• Engaging with advisors to coach them on plan quality with a focus on delivering quality, value add, holistic wealt...
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