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Department Overview
TD Wealth Advice which is comprised of TD Wealth Financial Planning and TD Wealth Private Wealth Management (PWM) is focused on the delivery of legendary client experiences to Mass Affluent, High-Net Worth and Ultra High Net Worth clients.
This is delivered through an integrated team of professional advisors across Financial Planning, Private Investment Advice, Private Investment Counsel, TD Family Office, Private Banking, Private Trust, Wealth Insurance, and Wealth Advisory Services. As a member of the National Sales Office Marketing Strategy Team the Winter Intern – Digital Experience – Advisor Websites & Advisor Marketing Support will report to the Senior Group Manager. This role will also work closely with Associate Marketing Managers, Marketing Associate along with key partners within TD Wealth Advice. This individual will contribute towards the development and execution of marketing initiatives supporting overall business strategies with an emphasis on Advisor Websites.
Job Description
The primary objective of the role will include the organization and execution of the critical marketing and communication technology; Advisor websites, supporting the launch of “drag and drop” enhancement. Furthermore, the development and amplification of tools that help enable digital customer experiences on the individual advisor level, at-scale.
You will help execute the tactical enablement of key tools and resources across Website / CMS technology, while working collaboratively with internal partners to ensure a cohesive digital customer journey is maintained (and optimized) across corporate and advisor level touchpoints.
You will also have the opportunity to consult and educate advisors and additional stakeholders on digital experience-building best practices to help mobilize a strong, multi-channel approach to marketing the TD Wealth brand, and the unique value propositions that characterize advisor-level tactics and campaigns.
Accountabilities
Build resources and tools for advisor at-scale across TD Wealth Advice through various channels while remaining a source of expertise for the business.
Educate field professionals at the advisor level on marketing best practices (and how their content and thought leadership can be deployed effectively across digital touchpoints and channels)
Execute against the transformative change management processes across the country as the drag and drop technology is rolled out at the advisor level, and maintain strong partnerships with key partners including: Compliance, advisor-level surveillance personnel and business partners to ensure proper oversight and risk management is maintained at every phase of delivery.
Collaborate with various content development teams and teammates to ensure high quality content that supports the business needs continue to be developed and distributed effectively through the digital technologies advisors rely upon.
Work closely with individual advisors when required, supporting their various marketing efforts by taking a consultative and hands-on approach to marketing support.
Responsible for supporting the Marketing Strategy Team overall in any marketing related initiatives – while maintaining the ability to respond confidently to incoming advisor marketing inquiries
Job Requirements
Capabilities
Ability to tell a story in a compelling and convincing manner to an audience
Familiarity with TD Wealth, Wealth Management, Financial Planning and best practices in marketing/digital is an asset
Excellent presentation, writing and communication skills
Organized with attention to detail: Ability to meet deadlines.
Highly motivated collaborative individual, self-starter, takes ownership, team player who is receptive to feedback and quickly adapts to change
Creative thinker and problem solver
Excellent proficiency in Microsoft Office, Excel, PowerPoint a requirement
Additional Information
Early Talent Requirements
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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