Wealth Strategist
TD Bank Group(1 month ago)
About this role
The Wealth Strategist at TD Wealth focuses on delivering financial, trust, and estate planning services while supporting integrated wealth offerings across investment management, lending, and banking. The role centers on enhancing the client experience and facilitating the introduction and onboarding of clients for trustee appointment and estate settlement services.
Required Skills
- Financial Planning
- Trust Planning
- Estate Planning
- Client Relations
- Relationship Building
- Investment Management
- Lending
- Coaching
- Communication
- Presentation
+3 more
Qualifications
- Bachelor's Degree
- Professional Legal Designation
- Professional Accounting Designation
- CFP
- Juris Doctor
- Series 7
- Series 63
- Series 65
- Series 66
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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