Wealth Planning Technical Content Manager

Job Description:

The Strategic & Editorial Content (SEC) Group is TD Wealth's content centre of excellence, responsible for developing editorial, strategic and technical content that highlights the depth and breadth of TD Wealth expertise and showcases our thought leadership to TD clients and the world. The team is comprised of talented content professionals who bring together their editorial, production, creative and technical expertise to create industry-leading financial content across digital and broadcast streams. SEC properties include: MoneyTalk "Brought to you by TD," available at www.moneytalkgo.com and distributed across multiple TD ecosystems, MoneyTalk Live, streamed daily through TD WebBroker, and MoneyTalk on BNN Bloomberg, broadcast weekly on CTV properties, as well as live and original programming on multiple radio stations and various social channels each week.

POSITION OVERVIEW
We are seeking an experienced Wealth Planning Technical Content Manager to own, impact and influence the content strategy for the Wealth Planning Office (WPO). The ideal candidate should have deep expertise in Canadian tax, estate planning, legislative and policy changes, and the ability to distill complex legal documents into a library of technical content for Wealth Advisors, Wealth Clients, ONE TD clients, TD prospects, and the public. The WPO provides strategic insights and comprehensive wealth planning services to TD Wealth clients and manages an external-facing content library to empower advisors and clients with credible real-time insights.

CORE RESPONSIBILITIES

• Own and manage a real-time content engine and an external-facing content publishing calendar for the WPO
• Work with and manage a team of SME stakeholders to ensure WPO content aligns with Wealth business priorities, and is accurate, timely, and reflective of recent legislative updates
• Develop templated systems for the creation, review, and audit of the content catalog.
• Plan, edit, review, and oversee publication of a high volume of real-time content on technical topics related to Wealth Planning, including tax planning, registered savings accounts, pension management, business ownership and succession, and private trust administration
• Collaborate with internal partners in TD's Wealth Planning Office and graphics and creative services teams to deliver accurate, relevant, and thoughtful content from quarterly planning to completion

ADDITIONAL RESPONSIBILITIES

• Establish quarterly and annual content calendars of new and revised reports, and liaise between the WPO and SEC editorial team to drive content creation aligned with WPO directives
• Utilize templated graphic solutions with support from SEC Creative Services to ensure consistency and efficient approvals for timely articles and infographics•
• Monitor Wealth Management industry sources for legal updates and policy changes that could impact published content
• Work with content management tools (WordPress, Sprinklr, etc.) to support the publishing process and ensure content accuracy and appeal in public-facing and internal TD channels
• Understand and manage control guardrails in a regulated environment (legal, compliance, branding)

JOB REQUIREMENTS

• 8+ years of experience in business or wealth planning and finance, with one or more associated designations (e.g., CFP, JD/LLB, CPA CA, TEP)
• Exceptional knowledge of wealth planning topics and experience working with Advisory bodies in a financial institution or similar role
• Proficiency with structured content and familiarity with current and emerging publishing trends and platforms, which could include Adobe Creative Cloud and other content publishing solutions (WordPress)
• Project management experience and proficiency in creating content from complex technical and legislative documents

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