Join TD as a Manager of Wealth Planning Content and enhance advisor resources in Toronto, Ontario. This role blends strategic oversight with technical expertise in financial planning.
In this energetic position, you will oversee the creation and management of wealth planning content that supports advisors, clients, and business partners. With extensive experience in wealth planning and legislation, your primary focus will be maintaining high-quality materials while ensuring that they comply with industry requirements. Collaborate with multiple teams to enhance client outcomes and advisor capability.
Key Responsibilities:
• Manage the creation of educational and technical content
• Ensure compliance with legal and regulatory standards
• Collaborate with various teams on content priorities
• Monitor developments in wealth management and taxation
• Maintain governance standards for all content
Requirements:
• 7-10 years' experience in wealth planning or related fields
• Strong ability to interpret complex legal frameworks
• Proven writing and communication skills
• Background in creating educational content
• Relevant university degree and certifications preferred
Utilize your expertise to create impactful wealth planning resources that meet the needs of TD's advisors and clients.
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