Job Description
Description
:As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate and overall wealth planning to HNW clients of TD. Specifically, the Wealth Planning Specialist has accountability for:
Providing professional financial, tax, estate and risk management planning support and solutions to qualifying clients of TD Wealth; Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and Executing TD Wealth's high net worth strategy.
The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required for wealth planning.
Key responsibilities include:
• Preparing customized wealth plans based on informatio...