Student client support and consulting role for French - speaking customers at Augletics GmbH. Involves phone support, email inquiries, and internal process improvement.
About the role
- Wealth Planning Support Specialist at TD providing wealth planning advice and support to advisors. Engaging with advisors and clients to enhance wealth planning quality and compliance.
Responsibilities
- Providing general wealth planning advice and guidance
- Supporting advisors dealing with mass affluent and HNW clients through email and phone
- Providing wealth planning subject matter expertise for building and presenting wealth plans
- Conducting Plan reviews to ensure adherence to Wealth Planning Standards
- Delivering live coaching sessions to advisors and their leader
- Developing training and support material to help elevate the wealth planning acumen of TD Wealth advisors
- Engaging with advisors to coach them on plan quality
- Carry out independent research on relevant advanced financial, tax, and estate planning topics
- Keeping abreast of wealth planning developments
Requirements
- A minimum 5 years of wealth planning experience
- Understanding/knowledge of Canadian and provincial specific taxation for individuals and corporations
- Knowledge of and experience working with advanced financial planning issues
- Must possess a passion for financial, tax, and estate planning
- Financial planning designation (CFP, F.Pl.)
- Professional writing experience
- Proficiency in Microsoft Office, particularly Word and PowerPoint
- Fluency in French is an asset
- Designations such as CPA, CA, LL.B, TEP are an asset
- Training and facilitation experience is an asset
- Experience engaging with clients or advisors using screen share technology would be an asset
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
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QS
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