TD · 2 months ago
Wealth Strategist
Boston, Massachusetts
Full-time
Onsite
Senior Level, Lead/Staff
$120K/yr - $179K/yr
10+ years expTD Bank is one of the world's leading global financial institutions, focused on delivering legendary customer experiences. The Wealth Strategist role is primarily responsible for developing and delivering financial, trust, and estate planning services, while also supporting the TD Wealth team in providing an integrated Wealth Management offering.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Makes planning and delivery of advice central to majority of client relationships within TD Wealth
Participates in client and prospect meetings with TD Wealth team members to identify client needs and generate customized solutions to those needs
Communicates clearly and succinctly with clients, outside advisors and team members
Provides coaching and support to TD Wealth team members responsible for the construction and presentation of financial and retirement plans to clients and prospects
Provides guidance to clients in the development of trust and estate planning strategies and coordinates the implementation of agreed upon strategies, including meeting with client's accountants, attorneys and other advisors
Responds to and provides support for general planning (e.g., retirement, tax, estate planning, other) inquiries received through personal and digital communications
Provides support for TD Wealth relationship managers' efforts in business development, opportunity identification and revenue generation from investment management and lending engagements
Partners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate settlement services
Partners with TD Wealth relationship managers to identify, introduce and follow up on opportunities for complementary TD business and solutions
Meets assigned goals around meetings, planning and ancillary activities as well as those associated with asset growth and revenue generation from investment management, lending, banking, trust/estate services, etc
Keeps abreast of retirement, trust and estate planning rules and strategies and proposed developments and contributes to continually increase the overall knowledge base of the Wealth Strategist team
Develops and updates retirement, trust and estate planning tools and content (e.g., articles, presentations, etc.)
Develops and delivers general financial, trust and estate planning training seminars and education to TD Wealth Management clients and staff (both Private Client Group and Mass Affluent segments)
Represents TD Wealth in community organizations, industry events/seminars and as an author in relevant publications
Provides advisory, planning, product and training support to team members within the TD Wealth Management organization staff (both Private Client Group and Mass Affluent segments)
Ensures appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TD
Must be eligible for employment under regulatory standards applicable to the position
Qualification
Required
Bachelor's degree required
Professional legal and/or accounting designation required
Must be eligible for employment under regulatory standards applicable to the position
Proven skill in managing work in a collaborative environment
Excellent relationship building skills
Strong communication, presentation, time management and organizational skills
Computer literacy (Word, PowerPoint, Excel, etc.)
Ability and willingness to travel
Strong written and oral skills. Must feel comfortable presenting in person and digitally to large audiences
Preferred
10+ years related industry experience preferred
Financial planning designation (CFP ®) preferred
Juris Doctor degree preferred
Series 7, Series 63 + 65 or 66 preferred
Investment and insurance industry experience
Experience with Naviplan, Money Guide Pro, or similar financial planning software preferred
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
Senior Vice President Technology and Data Risk Management
Recent News
2026-01-24
2026-01-24
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