Job Description
Elevate your career with TD as a Senior Manager in Wealth Planning in Toronto, Ontario. You'll develop strategic content programs that empower clients and advisors in their financial journeys.
This role demands expertise in wealth planning with a solid background of at least 10 years, emphasizing collaboration and innovative digital tools. You'll oversee the creation of client-centric materials while ensuring compliance with regulations, enhancing the overall service delivery for Wealth Advice.
Key Responsibilities:
• Oversee content creation for wealth planning resources
• Ensure timely updates and compliance with regulatory standards
• Collaborate to assess business content needs
• Lead initiatives to integrate AI and digital tools
• Research financial topics for accessible content
Requirements:
• 10 years of experience in wealth planning
• Required CFP, CPA, CA, CFA preferred
• Proficient in Engli...
This role demands expertise in wealth planning with a solid background of at least 10 years, emphasizing collaboration and innovative digital tools. You'll oversee the creation of client-centric materials while ensuring compliance with regulations, enhancing the overall service delivery for Wealth Advice.
Key Responsibilities:
• Oversee content creation for wealth planning resources
• Ensure timely updates and compliance with regulatory standards
• Collaborate to assess business content needs
• Lead initiatives to integrate AI and digital tools
• Research financial topics for accessible content
Requirements:
• 10 years of experience in wealth planning
• Required CFP, CPA, CA, CFA preferred
• Proficient in Engli...