Work Location & Hours

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD General Pay Details: $81,600 - $115,200 CAD 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.

Reporting and Accountability

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

- 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.
- Solid technical knowledge across retirement, tax, estate, and risk management planning.
- Strong communication, presentation, relationship management, analytical, and judgment skills.
- Experience

📌 Wealth Planning Specialist (Toronto)
🏢 TD Bank Group
📍 Toronto