Wealth Strategist: High Net Worth Estate & Business Planning

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
• Coaches and supports TD Wealth team members responsible for the construction and presentation of financial and retirement plans to clients and prospects
• Guides 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
• Supports TD Wealth relationship managers' efforts in business development, opportunity identification and revenue generation from investment management and lending engagements
• Presents TD Wealth in community organizations, industry events/seminars and as an author in relevant publications
• Supports team members within the TD Wealth Management organization staff (both Private Client Group and Mass Affluent segments)

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