At a Glance
- Tasks: Help high net worth clients with personalized financial and estate planning.
- Company: Join TD, a leading global financial institution with a focus on client experience.
- Benefits: Competitive salary, health benefits, career development, and flexible work options.
- Other info: Dynamic work environment with opportunities for growth and mentorship.
- Why this job: Make a real impact by guiding clients in achieving their financial goals.
- Qualifications: 10+ years of tax experience and strong relationship-building skills required.
As a member of Private Wealth Management, the High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW and UHNW clients of TD. Specifically, the High-Net-Worth Planner has accountability for:
- Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth;
- Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation;
- Executing TD Wealth's high net worth strategy.
The High-Net-Worth Planner is an experienced practitioner and technical expert, whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required as SMEs for estate or tax planning.
Key responsibilities include:
- Working effectively to develop and maintain good relationships with TD Wealth advisors and relationship managers as well as their business leaders within TD Wealth Management;
- Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers;
- Carrying out independent research to ensure all of a client’s key issues (retirement, tax, estate planning) are addressed and keeping abreast of relevant wealth planning developments;
- Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions;
- Diligently tracking and reporting on a regular basis, the outcome of wealth plans delivered and new business generated;
- Working closely and assisting other WAS team members with preparing comprehensive wealth plans;
- Proactively promoting PWM Partners and Services;
- Participating in client meetings and delivery of client educational seminars as needed;
- Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG;
- Carrying out other tasks and duties as assigned by manager from time to time.
Qualifications/Skills/Experience:
- Undergraduate degree;
- Advanced professional degree (CPA or LL. B);
- Certified financial planning designation an asset (Financial Planning Title delivered by the IQPF);
- Tax knowledge and expertise on holistic financial planning;
- Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution;
- A self-starter with the ability to work independently and to provide high quality services to clients;
- Excellent people and relationship building skills;
- Strong communication, presentation, time management, and organizational skills;
- Computer literacy (Word, Powerpoint, Excel, etc.).
We are committed to supporting your success and fostering a respectful workplace where diverse perspectives are valued, where everyone has equal opportunities to progress, and where you can fully realize yourself and achieve your career goals.
High Net Worth Planner in Vancouver employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
