Wealth Strategist

Wealth Strategist

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:

• Bachelor's degree required
• 10+ years related industry experience preferred
• Professional legal and/or accounting designation required
• Financial planning designation (CFP) preferred
• Juris Doctor degree preferred
• Series 7, Series 63 + 65 or 66 preferred
• Investment and insurance industry experience
• Proven skill in managing work in a collaborative environment
• Excellent relationship building skills
• Strong communication, presentation, time management and organizational skills
• Experience with Naviplan, Money Guide Pro, or similar financial planning software preferred
• Computer literacy (Word, PowerPoint, Excel, etc.)
• Ability and willingness to travel
• Strong written and oral skills. Must feel comfortable presenting in person and digitally to large audiences

Physical Requirements:

• Domestic Travel Occasional
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) Never
• Squatting Occasional
• Bending Occasional
• Kneeling Never
• Crawling Never
• Climbing Never
• Reaching overhead Never
• Reaching forward Occasional
• Pushing Never
• Pulling Never
• Twisting Never
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing and comprehending instructions Continuous
• Adding, subtracting, multiplying and dividing Continuous