Wealth Planning Support Specialist
TD Bank Group(1 month ago)
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.
Required Skills
- Wealth Planning
- Tax Planning
- Estate Planning
- Financial Analysis
- Client Advisory
- Research
- Presentation
- Coaching
- French Fluency
- Voyant
+2 more
Qualifications
- IQPF (Pl. Fin.)
- Undergraduate Degree
- CPA (asset)
- CA (asset)
- LL.B (asset)
- TEP (asset)
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.
View more jobs at TD Bank Group →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at TD Bank Group
Similar Jobs
Wealth Planning Strategist
Hancock Whitney(11 days ago)
Director, HNW Wealth Planner
Santander(19 days ago)
Wealth Planning Consultant/Sr Wealth Planning Consultant
BMO US(1 month ago)
Wealth Planning Consultant
BMO US(1 month ago)
Wealth Planning Consultant, Private Wealth
BMO US(1 month ago)
Wealth Planning Consultant
BMO US(26 days ago)