Wealth Planning Support Specialist
TD Bank Group
About this role
The Wealth Planning Support Specialist is a Quebec-based member of TD Private Wealth Management’s Regional Wealth Planning team who supports advisors in delivering high-value wealth planning to high-net-worth clients. The role contributes to TDW’s HNW strategy and focuses on elevating planning across advisor books for clients typically holding $1M–$3M in investable assets.
Skills
Qualifications
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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About TD Bank Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for TD Bank Group.
Salary
$57k – $85k
per year