High Net Worth Planner in Vancouver

Work Location: Vancouver, British Columbia, 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: 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:

• 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.).

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

Total Rewards Package: 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.

Colleague Development: If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process: We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Our Values: At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

Commitment to Diversity, Equity, and Inclusion: 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.

Helping to Make an Impact in Communities – TD Ready Commitment: TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.