Wealth Strategist

TD Bank Group
Aug 13, 2017
Aug 14, 2017
Employer Type
Direct Employer
Employment Type
Full Time
Company Overview

About TD Bank, America's Most Convenient Bank??

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth??, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .

Job Description

The Wealth Strategist focuses on developing, delivering and supporting an array of products and services that align with the strategic objectives of TD Wealth Management, which is to deliver a superior client experience and integrated Wealth Management offerings.


* Provides advisory, planning, product, and training support to the Private Client Services (Private Banking, Private Trust, Private Investment Counsel) group within the TD Wealth Management organization

* Provides general wealth planning support with an emphasis on developing comprehensive written wealth plans to clients and prospective clients of the Private Client Services Group

* Assists relationship managers in business development, opportunity spotting and revenue generation

* Participates in client meetings with advisors to identify client needs and solutions

* Prepares detailed written wealth plans in a timely manner

* Involved in spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions

* Provides direction and coordinates the implementation of wealth planning strategies, including meeting with clients' professional advisors

* Tracks and reports on a regular basis, the outcome of wealth plans delivered and new business generated

* Responds to general wealth planning (i.e. tax, estate planning) information support received through phone, fax, and email

* Initiates, develops, and updates general wealth planning tools and content (e.g. articles, presentations, calculators, etc.)

* Develops and delivers general wealth planning training, seminars and education to TD Wealth Management clients and staff

* Keeps abreast of wealth planning developments and help increase the overall wealth planning knowledge level of the Wealth Planning Support Team

* Ensures appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBG


* Bachelor's degree required

* Professional legal and/or accounting designation required

* Financial planning designation (CFP) preferred

* Series 7, Series 63 + 65 or 66

* 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 financial planning software

* Computer literacy (Word, PowerPoint, Excel, etc.)

* Ability and willingness to travel


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at . Please include your full name, contact information and details about your request within the e-mail.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.Posted by StartWire