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Senior Manager, Wealth Planning Office

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TD Bank
πŸ“ toronto, Canada
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Location toronto
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Posted June 06, 2026
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Commute Local Area
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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:
β€’ Oversee content creation for wealth planning resources
β€’ Ensure timely updates and compliance with regulatory standards
β€’ Collaborate to assess business content needs
β€’ Lead initiatives to integrate AI and digital tools
β€’ Research financial topics for accessible content

Requirements:
β€’ 10 years of experience in wealth planning
β€’ Required CFP, CPA, CA, CFA preferred
β€’ Proficient in Engli...

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πŸ“ Location Details

πŸŒ†
City
toronto
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Country
Canada
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Commute
Local Area

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