Theresa

Centralized Planner, Wealth Planning Support @TD

I joined the team since September 2006 as a Senior Advisor, and have been promoted to a Manager in 2007. During this period, my role has evolved from an individual contributor to a people manager and then changed back to an individual contributor. Currently, I\'m in a Centralized Planner role.Our team is a team of professionals consisting of lawyers, accountants and planners dedicated to providing tools and strategies to support the wealth planning process. Our main focus is to assist the advisors in the following lines of business: Financial Planning, Private Investment Advice and Private Client Group. In general, my responsibilities cover the following areas: Provide daily support on phone/email on issues related to the 11 wealth considerations and the Investment and Wealth Planning Process, Review and assist advisors to build and review wealth plans (ad hoc client presentations), Review and develop topic papers, calculators, presentations, and fact sheets, Deliver one-on-one and group training on the planning tools and wealth planning topics, Act as a subject matter expert when required on certain projects, Review and audit financial plans for the advice channels, Develop and deliver monthly webinar sessions to the advice channels, Provide ongoing support and backup for the Philanthropy Team, Establish and maintain the team’s phone system, Provide coaching and developing other team members, Assist the HNW team to complete complex wealth plans. Work on various initiatives/projects and special requests from the sales force (e.g. developed P&P and administration procedures for HNW team, tracking and reporting for different teams, RDSP project, Investor Immigrant Program research, set up a new support phone system for the US team, developed training material for US, develop and update websites, etc.)(Was IDA/IIROC licensed from 1998 until the rules changed in 2010)