Wealth Planning Specialist

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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.

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.

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.

• 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.

• 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.

• 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.

• 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.

• 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.
• Strong technical knowledge across retirement, tax, estate, and risk management planning.
• Strong communication, presentation, relationship management, analytical, and judgment skills.
• Experience using financial planning technologies such as Conquest, Planworth, Voyant, Salesforce, and other client-planning or CRM platforms.

• IQPF designation.
• Professional designation such as CPA, LL.B./J.D., or equivalent advanced tax, legal, or accounting credentials.
• Trust and Estate Practitioner (TEP) designation or willingness to obtain designation within a defined period.
• Bilingual in French and English.
• Proficiency with Microsoft Office.
• Investment and insurance industry knowledge.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.