Shape advisor capabilities as a Wealth Planning Content Manager at TD in Toronto, Ontario. Lead content development by ensuring accuracy and compliance in wealth planning resources.
As the Manager of Wealth Planning Content, you'll drive the evolution of educational materials and support for advisors. Drawing on 7-10 years of experience in relevant fields, your role encompasses overseeing the content lifecycle and interpreting legislative changes that influence wealth planning strategies. You will work closely with a range of teams to ensure the delivery of high-quality resources that align with business objectives.
Key Responsibilities:
• Lead the creation of advisor education and planning materials
• Ensure content aligns with compliance and governance standards
• Collaborate with teams to set content priorities
• Research legislative changes impacting wealth strategies
• Deliver ongoing content maintenance and updates
Requirements:
• 7-10 years in wealth planning or a related field
• Expertise in legal and regulatory implications
• Solid writing and editing capabilities
• Experience in producing high-quality educational materials
• Relevant degree and preferred certifications
Drive innovation in wealth planning content and support the growth of TD's advisors and clients.
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