The Manager, Wealth Planning Office will be responsible for managing the creation, development and maintenance of strategic wealth planning related content such as client-friendly articles, internal education webinars, monthly newsletter, and other specialized content.

• Manage the strategic wealth planning content program for Wealth Advice.

• Oversee timelines and processes related to keeping content current and up-to-date.

• Manage policies and procedures related to creating and maintaining content. 

• Collaborate with partners to identify business needs for content, including but not limited to Advisory Councils, Advice Marketing, and the Strategic and Editorial Content team. 

• Recommend and champion strategies to enhance usage of article library. 

• Identify, recommend, and support the adoption of digital, video, and AI‑enabled tools to enhance content development and delivery. 

• Act as a steward of technical integrity and risk culture by ensuring all content aligns with enterprise standards, regulatory expectations, and accessibility requirements. 

• Responsible for prioritizing and drafting new content, revising existing content along set timelines and where necessary based on legislative or other meaningful changes.  

• Write and create content that addresses complex financial planning topics in a client-friendly manner. 

• Act as a Subject Matter Expert (SME) for business partners, providing reviews and recommendations for wealth planning content. 

• Work with internal partners to provide expertise and input to maintain integrity and minimize risk.  

• Manage feedback from internal partners and advisor base to enhance content and create new content to support changing needs over time. 

• Be proactively involved in spotting opportunities for complimentary businesses and solutions.  

• Provide expert knowledge in finance, taxation, insurance and estate planning topics in support of various projects and initiatives.  

• Research complex financial topics and convey findings into content pieces that are readable and conducive to advisor learning, and end-client support.  

• Carry out independent research on relevant advanced financial, tax and estate planning topics, as it relates to plans under construction. 

• Keep abreast of wealth planning developments and help increase the overall wealth planning knowledge level of Wealth Advice.  

Qualifications/Skills/Experience: 

• A minimum 10 years of wealth planning experience gained through client contact or in a technical advisory support role to advisors, coupled with investment industry knowledge. 

• Fluent in French and English is an asset. 

• Deep technical knowledge of Canadian tax, estate, and financial planning is required. A CFP designation is required and CPA, CA, CFA, JD/LLB are strongly preferred. 

• Demonstrate superior writing and communication skills. 

• Self-starter who is results-oriented and who works effectively and collaboratively in a team-environment.

• Proficiency in Microsoft Office, particularly Word, PowerPoint and Excel, and Adobe as well as experience with AI tools.

• Knowledge of and experience working with advanced financial planning issues.  

• Must possess a passion for financial, tax and estate planning and have a good understanding of how advisors work with clients. 

• Demonstrate leadership and support the employee experience. 

• Highly organized individual, able to multi-task and work in a fast paced environment.  

• Ability to work collaboratively with the team, as well as individually to complete assigned tasks. 

Who Thrives In This Role

• Strong communication, presentation, time management, and organizational skills. 

• Enjoys translating complex technical concepts into clear, usable guidance.  

• Is comfortable balancing technical depth with plain‑language communication.  

• Thinks strategically about content—not just writing, but impact and adoption.  

• Values strong governance, risk awareness, and collaboration. 

• Strong passion and focus on building a first-class wealth planning support organization.  

• A self-starter who is results-oriented and gets things done on time.  

• Works effectively and collaboratively in a team environment. 

• Comfort working with digital content platforms, planning tools, and emerging technologies (including AI‑enabled research or drafting tools).  

• Ability to evolve content formats to improve engagement, accessibility, and advisor adoption.  

• Demonstrated curiosity and willingness to modernize how technical content is created and delivered.