At a Glance
- Tasks: Guide high-net-worth business owners in tax, estate, and succession planning.
- Company: Join TD Private Wealth Management, a leader in wealth planning.
- Benefits: Competitive salary, professional development, and networking opportunities.
- Other info: Collaborative environment with opportunities for growth and client engagement.
- Why this job: Make a real difference in clients' financial futures with your expertise.
- Qualifications: CPA/CA or JD/LLM with extensive experience in business succession and tax planning.
The predicted salary is between 90000 - 110000 $ per year.
TD Private Wealth Management is hiring a Business Succession Advisor to deliver expert tax, estate, and succession planning for high-net-worth business owners.
You will work with Investment Advisors and Relationship Managers to create customized wealth plans and coordinate multidisciplinary teams.
The role emphasizes client education, referrals, and maintaining professional networks.
Ideal candidates have CPA/CA or JD/LLM and extensive experience in business succession, tax planning, and wealth
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Senior Business Succession Advisor in Mississauga employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
