Wealth Planning Specialist

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TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

As part of TD Private Wealth Management, Specialized Wealth Planning provides expertise, tools, and planning support that help advisors deliver integrated, customized advice to clients with complex needs. The team plays a key role in strengthening the wealth planning process by helping advisors identify opportunities, develop tailored strategies, and deepen client relationships through high-quality planning conversations.

Job Description: 

Reporting to the Manager of the Centralized Planning team, the Wealth Planning Specialist partners with Private Bankers and other TD Wealth partners to deliver customized, high-value wealth planning guidance to high-net-worth clients. The role provides specialized expertise across retirement, tax, estate, risk management, and broader wealth planning considerations, helping clients and advisors identify planning opportunities and translate complex needs into practical, actionable strategies.

Specifically, the Wealth Planning Specialist has accountability for:

• Delivering professional wealth planning guidance and solutions to qualifying HNW clients of TD Wealth.
• Partnering with Private Bankers, and other TD Wealth partners to identify planning opportunities and deepen client relationships.
• Preparing and presenting customized wealth plans that address retirement, tax, estate, risk management, and broader wealth priorities.
• Supporting the execution of TD Wealth’s HNW strategy by helping deepen client relationships and strengthen planning-led advice.

The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners across TD Wealth. The Specialist supports the Private Banking business in advancing the strategic vision for delivering wealth planning to TD Wealth clients.

Key responsibilities include:

Client Planning and Advice Delivery

• Prepare and present customized wealth planning solutions to TD Wealth clients and Private Banking partners, translating technical concepts into clear and actionable advice.
• Deliver objective, planning-led strategies that integrate a client's goals, values, and priorities into a holistic wealth planning framework.
• Translate complex retirement, tax, estate, philanthropic, succession, and risk management considerations into clear, actionable planning recommendations.

 Advisor and Partner Support

• Partner with Private Bankers and internal partners to identify planning opportunities and deepen client relationships.
• Support client acquisition, retention, and asset growth opportunities through planning-led advice and identification of wealth management solutions.
• Develop strong internal networks and referral sources across TD Wealth.

Technical Expertise and Practice Leadership

• Conduct research on client-specific planning issues and remain current on relevant wealth planning developments.
• Serve as a subject matter expert on wealth planning matters and contribute to the ongoing development of planning best practices, advisor education, and planning excellence within TD Wealth.
• Support consistent, high-quality planning delivery aligned with TD Wealth standards.

Business Management and Risk

• Manage service levels and productivity while supporting a positive client and partner experience.
• Help mitigate financial, operational, and reputational risk through disciplined planning practices.
• Carry out other responsibilities as assigned by the manager.

Required qualifications

• Undergraduate degree.
• Certified Financial Planner (CFP) designation.
• 5+ years of relevant financial or wealth planning experience.
• Demonstrated experience delivering holistic wealth planning solutions to HNW individuals and families.
• Strong technical knowledge across retirement, tax, estate, and risk management planning.
• Strong communication, presentation, relationship management, analytical, and judgment skills.
• Experience using financial planning technologies such as Conquest, Planworth, Voyant, Salesforce, and other client-planning or CRM platforms.

Additional qualifications / assets

• IQPF designation.
• Professional designation such as CPA, LL.B./J.D., or equivalent advanced tax, legal, or accounting credentials.
• Trust and Estate Practitioner (TEP) designation or willingness to obtain designation within a defined period.
• Bilingual in French and English.
• Proficiency with Microsoft Office.
• Investment and insurance industry knowledge.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):