Senior High Net Worth Planner at TD
The Toronto-Dominion Bank (Canada)
Enhance your career with TD as a High Net Worth Planner. Collaborate with expert advisors to provide tailored tax, estate, and wealth planning strategies to HNW and UHNW clients. In this senior role within Private Wealth Management, you will partner with TD advisors to deliver exceptional wealth planning services. The ideal candidate will have over 10 years of tax experience, strong communication skills, and a proven ability to build relationships. You will develop customized wealth strategies, conduct independent research, and ensure comprehensive service delivery for clients. Key Responsibilities:
- Build relationships with TD wealth advisors and business leaders
- Create personalized wealth plans for HNW clients
- Conduct detailed research on tax and estate planning
- Monitor outcomes of wealth plans and report regularly
- Collaborate with team members on comprehensive plans
- Undergraduate degree, CPA or LL.B preferred
- Minimum 10 years in personal tax experience
- Successful background in holistic financial planning
- Self-starter with strong organizational skills
- CCH FP Solutions and Voyant experience
Vacancy posted 4 hours ago
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