Centralized Planner

at  TD Bank

EDUCATION/ACCREDITATIONS:

• Undergraduate degree
• Certified Financial Planner (CFP) designation
• 8 years of relevant experience in all aspects of Wealth Planning
• Complex Financial Planning experience
• Strong analytical and judgment skills
• Computer skills: Microsoft Office, Voyant or other Financial Planning software expertise
• Ability to work both as part of a team and independently

OTHER QUALIFICATIONS/SKILLS/EXPERIENCE:

• Minimum 8 years of financial or wealth planning experience gained at an accounting firm or financial institution
• A self-starter with the ability to work independently and to provide high quality services to clients
• Excellent people and relationship building skills
• Strong communication, presentation, time management, and organizational skills
• Computer proficiency (Word, Powerpoint, Excel, etc.)
• Professional designation such as CPA and/or LL.B is an asset
• Investment and insurance industry knowledge is a strong asset

THE CENTRALIZED PLANNER IS RESPONSIBLE FOR PARTNERING WITH TDW ADVISORS TO DELIVER HIGH VALUE CUSTOMIZED GUIDANCE AND RECOMMENDATIONS ON RETIREMENT, TAX, ESTATE AND OVERALL WEALTH PLANNING TO HIGH NET WORTH (HNW) CLIENTS OF TDW. SPECIFICALLY, THE CENTRALIZED PLANNER HAS ACCOUNTABILITY FOR:

• Providing professional financial, tax, estate and risk management planning support and solutions to qualifying HNW clients of TDW;
• Assisting TDW advisors and relationship managers with creating and updating financial plans, opportunity spotting, and revenue generation; and
• Executing TDW’s HNW strategy.

KEY RESPONSIBILITIES INCLUDE:

• Preparing customized wealth plans for TDW’s HNW clients based on information obtained directly from their TDW advisor
• Carrying out independent research to ensure client’s key issues (retirement, tax, philanthropic and estate planning) are addressed
• Keeping informed of relevant wealth planning (retirement, tax, estate planning, etc.) developments and keeping TDW partners informed of developments
• Proactively spotting opportunities for complimentary businesses and solutions
• Working effectively to develop and maintain relationships with TDW advisors and Branch Managers
• Delivering wealth planning presentations to TDW advisors
• Developing strong internal networks and referral sources
• Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
• Carry out other tasks and duties as assigned by manager from time to time