Wealth Strategist

Work Location :

Boston, Massachusetts, United States of America

Hours : 40

Pay Details :

$119,600 - $178,880 USD

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.

Line of Business : TD Wealth

Job Description :

The Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and onboard clients for trustee appointment and estate settlement services. A second, but equally important role is to support the greater TD Wealth team in delivering an array of products and services (i.e., investment management, lending and banking) that are aligned with the strategic objectives of TD Wealth Management, which is to deliver a superior client experience and integrated Wealth Management offering.

Depth & Scope :

• Makes planning and delivery of advice central to majority of client relationships within TD Wealth
• Participates in client and prospect meetings with TD Wealth team members to identify client needs and generate customized solutions to those needs
• Communicates clearly and succinctly with clients, outside advisors and team members
• Provides coaching and support to TD Wealth team members responsible for the construction and presentation of financial and retirement plans to clients and prospects
• Provides guidance to clients in the development of trust and estate planning strategies and coordinates the implementation of agreed upon strategies, including meeting with client's accountants, attorneys and other advisors
• Responds to and provides support for general planning (e.g., retirement, tax, estate planning, other) inquiries received through personal and digital communications
• Provides support for TD Wealth relationship managers' efforts in business development, opportunity identification and revenue generation from investment management and lending engagements
• Partners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate settlement services
• Partners with TD Wealth relationship managers to identify, introduce and follow up on opportunities for complementary TD business and solutions
• Meets assigned goals around meetings, planning and ancillary activities as well as those associated with asset growth and revenue generation from investment management, lending, banking, trust / estate services, etc.
• Keeps abreast of retirement, trust and estate planning rules and strategies and proposed developments and contributes to continually increase the overall knowledge base of the Wealth Strategist team
• Develops and updates retirement, trust and estate planning tools and content (e.g., articles, presentations, etc.)
• Develops and delivers general financial, trust and estate planning training seminars and education to TD Wealth Management clients and staff (both Private Client Group and Mass Affluent segments)
• Represents TD Wealth in community organizations, industry events / seminars and as an author in relevant publications
• Provides advisory, planning, product and training support to team members within the TD Wealth Management organization staff (both Private Client Group and Mass Affluent segments)
• Ensures appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TD
• Must be eligible for employment under regulatory standards applicable to the position

Education & Experience :

OCC Language :

Physical Requirements :

Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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 base salary and variable compensation / incentive awards (e.g., eligibility for cash and / or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. 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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.