High Net Worth Planner in Halifax

Work Location: Halifax, Nova Scotia, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $115,600 - $163,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

Job Description:

At TD Wealth Private Wealth Management (PWM), we work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners to help them achieve what matters most. We deliver tailored wealth strategies that align with each client's unique goals, priorities, and legacy aspirations. The Wealth Advisory Services team of specialists delivers tax, philanthropic, not-for-profit, business succession and estate planning strategies for HNW clients.

The High Net Worth Planner will work with TD advisors to develop integrated wealth management strategies to help clients accomplish their wealth planning goals. 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.

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.

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);
• Willingness to complete the Certified Financial Planner Designation within 18 months from start date;
• 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;
• Experience using CCH FP Solutions and Voyant;
• Computer literacy (Word, PowerPoint, Excel, etc.).

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.