Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$52,700 - $74,400 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 Wealth Advisory Services (WAS) Associate provides administrative and technical support to the WAS field planning team to facilitate, track and follow up on High Net Worth (HNW) client engagements and assists with producing robust client friendly plans, and support material.

Key Accountabilities

• Coordinate with PWM Advisors to prepare for client engagements, including agendas, checklists, and data gathering.
• Initiate financial plans in WAS templates by inputting client data and generating required reports.
• Maintain an accurate and current WAS client information and planning opportunities.
• Prepare proposals, client correspondence, presentations, and other materials for clients and internal partners.
• Handle confidential and sensitive information with discretion; escalate issues appropriately.
• Follow risk-management practices and ensure processes align with organizational standards.
• Support accurate completion of business documentation and ensure it reflects client and business intent.
• Identify opportunities to improve processes and support implementation of enhancements.
• Ensure due diligence and accuracy in all client-related activities.
• Coordinate team meetings, HNW presentations, and internal/external events.
• Support planners with scanning, file organization, and central storage of plans.
• Contribute to a positive, collaborative work environment and participate in knowledge sharing.
• Stay current on business trends, tools, and best practices; engage in performance and development activities.
• Communicate proactively on project status and day-to-day activities.
• Provide support to colleagues through training, coaching, or assistance as needed.
• Provide onboarding support for new team members.
• Represent and champion the business internally and externally while supporting an inclusive workplace.
• Work independently with minimal supervision and provide strong organizational support to planners.
• Apply specialized knowledge of wealth products, services, and professional standards.

Job Requirements / Qualifications

• Undergraduate degree required.
• Certified financial planning designation is an asset (e.g., CFP, Pl. Fin).
• Experience in professional services required.
• Strong organizational skills; ability to work independently with minimal supervision.
• Ability to handle sensitive client information with discretion.
• Strong communication skills with the ability to convey information concisely and logically.
• Demonstrated ability to support process improvements and manage risk effectively.
• Knowledge of wealth management, planning tools, and high-net-worth client environments is an asset.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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