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Centralized Planner at TD Bank - ApplyBlast

Centralized Planner

TD Bank

3 months ago

Toronto, Ontario, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

A Centralized Planner at TD Private Wealth Management partners with advisors to deliver customized financial, tax, estate, and risk management planning solutions to high-net-worth clients. The role involves preparing detailed wealth plans, conducting independent research on key client issues, and presenting strategic guidance to support the firm's wealth planning objectives.

Responsibilities

Prepare customized wealth plans for high-net-worth clients
Conduct independent research on retirement and tax issues
Present wealth planning strategies to TDW advisors
Identify opportunities for complementary business solutions
Maintain strong relationships with advisors and branch managers

Skills

Qualifications

Certified Financial Planner (CFP)Bachelor's DegreeCPA (Asset)LL.B (Asset)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).