Lead the development of strategic wealth planning content with TD in Toronto, Ontario. Drive advisor resources, maintain compliance, and translate complex regulations into accessible formats.
The Manager, Wealth Planning Content role focuses on creating and managing content that supports advisors and clients across Wealth Advice. With 7-10 years of experience in wealth planning, you'll oversee materials like articles and webinars while ensuring compliance with legal frameworks. Your work will involve collaborating with various teams to prioritize content that meets business goals
Key Responsibilities:
• Develop client-friendly articles and educational materials
• Ensure accuracy of wealth planning content and compliance
• Collaborate with various stakeholders to identify priorities
• Monitor and interpret legislative and regulatory developments
• Create a governance framework for content management
Requirements:
• 7-10 years in wealth planning or financial services
• Robust background in legal and tax concepts
• Exceptional writing and editing skills
• Experience with content creation and stakeholder management
• University degree in relevant fields
Elevate the advisor experience at TD by managing impactful wealth planning content that drives decision-making.
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