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Senior Manager, Wealth Planning Office

TD Bank
Location 📍 toronto, Canada
Posted 📅 June 05, 2026
Work Type ⏰ Full-time

Position Overview

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...

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Job Details

Employment Type
Full-time
📊
Category
Marketing & Media
🏠
Work Arrangement
On-site
📍
Location
toronto, Canada