Manager, Wealth Planning Office at TD Bank in Toronto, Ontario, Canada

Manager, Wealth Planning Office Location: Toronto, Ontario Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD General Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 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. Job Description: The Manager, Wealth Planning Office will be responsible for managing the creation, development and maintenance of strategic wealth planning related content such as client-friendly articles, internal education webinars, monthly newsletter, and other specialized content. Manage the strategic wealth planning content program for Wealth Advice. Oversee timelines and processes related to keeping content current and up-to-date. Manage policies and procedures related to creating and maintaining content. Collaborate with partners to identify business needs for content, including but not limited to Advisory Councils, Advice Marketing, and the Strategic and Editorial Content team. Recommend and champion strategies to enhance usage of article library. Identify, recommend, and support the adoption of digital, video, and AI‑enabled tools to enhance content development and delivery. Act as a steward of technical integrity and risk culture by ensuring all content aligns with enterprise standards, regulatory expectations, and accessibility requirements. Responsible for prioritizing and drafting new content, revising existing content along set timelines and where necessary based on legislative or other meaningful changes. Write and create content that addresses complex financial planning topics in a client-friendly manner. Act as a Subject Matter Expert (SME) for business partners, providing reviews and recommendations for wealth planning content. Work with internal partners to provide expertise and input to maintain integrity and minimize risk. Manage feedback from internal partners and advisor base to enhance content and create new content to support changing needs over time. Be proactively involved in spotting opportunities for complimentary businesses and solutions. Provide expert knowledge in finance, taxation, insurance and estate planning topics in support of various projects and initiatives. Research complex financial topics and convey findings into content pieces that are readable and conducive to advisor learning, and end-client support. Carry out independent research on relevant advanced financial, tax and estate planning topics, as it relates to plans under construction. Keep abreast of wealth planning developments and help increase the overall wealth planning knowledge level of Wealth Advice. Qualifications/Skills/Experience: A minimum 10 years of wealth planning experience gained through client contact or in a technical advisory support role to advisors, coupled with investment industry knowledge. Fluent in French and English is an asset. Deep technical knowledge of Canadian tax, estate, and financial planning is required. A CFP designation is required and CPA, CA, CFA, JD/LLB are strongly preferred. Demonstrate superior writing and communication skills. Self-starter who is results-oriented and who works effectively and collaboratively in a team-environment. Proficiency in Microsoft Office, particularly Word, PowerPoint and Excel, and Adobe as well as experience with AI tools. Knowledge of and experience working with advanced financial planning issues. Must possess a passion for financial, tax and estate planning and have a good understanding of how advisors work with clients. Demonstrate leadership and support the employee experience. Highly organized individual, able to multi-task and work in a fast paced environment. Ability to work collaboratively with the team, as well as individually to complete assigned tasks. Who Thrives In This Role Strong communication, presentation, time management, and organizational skills. Enjoys translating complex technical concepts into clear, usable guidance. Is comfortable balancing technical depth with plain‑language communication. Thinks strategically about content—not just writing, but impact and adoption. Values strong governance, risk awareness, and collaboration. Strong passion and focus on building a first-class wealth planning support organization. A self-starter who is results-oriented and gets things done on time. Works effectively and collaboratively in a team environment. Comfort working with digital content platforms, planning tools, and emerging technologies (including AI‑enabled research or drafting tools). Ability to evolve content formats to improve engagement, accessibility, and advisor adoption. Demonstrated curiosity and willingness to modernize how technical content is created and delivered. Who We Are: 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. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development 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. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet