At a Glance
- Tasks: Collaborate with advisors to create tailored wealth plans for high net worth clients.
- Company: Join TD Bank, a leader in wealth management with a strong reputation.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Dynamic team environment with opportunities to expand your network.
- Why this job: Make a real difference in clients' financial futures while developing your expertise.
- Qualifications: CPA designation and extensive personal tax experience required.
The predicted salary is between 82800 - 101200 $ per year.
The Toronto-Dominion Bank (Canada) is seeking a High Net Worth Planner to collaborate with TD Wealth advisors, delivering tailored tax, estate, and wealth planning for HNW and UHNW clients.
You will develop comprehensive wealth plans, research on retirement and tax matters, and pursue opportunities to grow more wealth management solutions.
Ideal candidates will have a CPA, extensive personal tax experience, and strong client relationships.
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Elite HNW Wealth Planner in Halifax employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
