Business Succession Advisor

The Toronto-Dominion Bank (Canada); Vancouver; Sur place; CAD 116 000 - 163 000; Plein temps

Avantages offerts par ce poste

Base salary

Variable compensation

Health benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition programs

Résumé du poste

TD Private Wealth Management is seeking a Business Succession Advisor to deliver specialized planning for high-net-worth business owners, focusing on tax, estate, and succession strategies. You will collaborate with Investment Advisors and Relationship Managers to develop comprehensive wealth plans and strengthen client relationships.

Responsibilities include conducting in-depth discovery of client objectives, preparing customized plans, and ensuring compliance with policies.

Qualifications

• Undergraduate degree required.
• Advanced professional designation such as CPA/CA/LLB/LLM/JD is highly valued.
• CFP designation is an asset.
• In-Depth Tax Program or Master of Taxation is required.

Responsabilités

• Deliver specialized business owner and succession planning advice.
• Prepare customized wealth plans from client information and advisors.
• Research complex tax, estate and succession planning matters.
• Coordinate with Investment Advisors and Relationship Managers to implement plans.
• Maintain documentation reflecting client objectives and regulatory requirements.
• Build trusted relationships with clients and external professionals.

Connaissances

Client relationship

Tax planning

Estate planning

Succession planning

Financial analysis

Formation

Undergraduate degree

CPA/CA/LLB/LLM/JD

CFP designation

In-Depth Tax Program / Master of Taxation

Description du poste

Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $115,600 - $163,200 CAD

Job Description

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work.

The Business Succession Advisor Role

The Business Succession Advisor is responsible for providing specialized business owner and succession planning advice within an assigned Private Wealth Management territory. The role supports high-net-worth business owners as they evaluate, prepare for, and implement the transition of their businesses, while helping to strengthen client relationships and grow TD Wealth and Commercial Banking opportunities. As a recognized specialist in tax, business owner, and succession planning, the Business Succession Advisor works closely with Investment Advisors, Relationship Managers, and internal and external professionals to develop comprehensive wealth planning strategies. This includes coordinating expertise in areas such as tax, estate planning, business valuation, corporate finance, and law. Business succession planning for high-net-worth clients focuses on: preparing business owners for the transition or succession of their business; integrating business, personal, tax, estate, and wealth planning considerations; identifying appropriate ownership and transition strategies; supporting family, management, or third-party succession; protecting and preserving personal and business wealth; connecting clients with specialized professional advice where required.

Job Duties Include

• Delivering a legendary Wealth Client Experience by placing clients at the center of every interaction
• Providing comprehensive advice across all aspects of business owner, succession, and transition planning
• Conducting an in-depth discovery of each client’s personal, family, business, and financial objectives
• Preparing customized wealth plans based on information gathered directly from clients, Investment Advisors, and Relationship Managers
• Researching complex business planning matters to ensure relevant tax, estate, and succession considerations are addressed
• Participating in client meetings and presenting planning recommendations in a clear, practical, and engaging manner
• Delivering educational seminars and presentations for clients, advisors, and business partners
• Working collaboratively with TD Wealth, Commercial Banking, and other TD partners to provide integrated advice and solutions
• Identifying opportunities to introduce clients to complementary TD products, services, and specialists
• Supporting Investment Advisors and Relationship Managers with business development, opportunity identification, and client retention
• Building and maintaining an external network of professionals, including accountants, lawyers, valuation specialists, and corporate finance advisors
• Ensuring plans and supporting documentation accurately reflect client objectives and comply with applicable policies, procedures, and regulatory requirements
• Keeping current on emerging tax, estate, business planning, and regulatory developments
• Tracking planning outcomes, client opportunities, referrals, and new business generated
• Sharing technical knowledge and best practices through mentoring, informal learning, and educational sessions
• Contributing to a positive, inclusive, collaborative, and high-performing work environment
• Participating in the local community and supporting TD charitable and community initiatives
• Acting as a brand ambassador for Wealth Advisory Services and TD, both internally and externally

Experience and Education

• Undergraduate degree
• Advanced professional designation or degree, such as CPA/CA, LLB, LLM, or JD
• Certified Financial Planner designation, such as CFP or Pl. Fin., is an asset
• Completion of the In-Depth Tax Program, Levels 1 and 2, or a Master of Taxation is required
• Minimum of 10 years of relevant practical experience
• Advanced tax knowledge and expertise across business succession and transition planning
• Strong knowledge of business owner, corporate, estate, and wealth planning considerations
• Experience advising high-net-worth clients, business owners, senior leaders, or professional advisors
• Ability to assess complex information and translate it into clear, actionable planning recommendations
• Strong passion for delivering a first-class client planning experience
• Demonstrated ability to build trusted relationships with clients, advisors, business partners, and external professionals
• Strong communication, presentation, facilitation, time management, and organizational skills
• A proactive, results-oriented approach with the ability to work independently and collaboratively
• Sound judgment and the ability to identify, manage, and escalation risk appropriately

Who We Are

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. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our 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.

• base salary
• variable compensation
• health and well-being benefits
• savings and retirement programs
• paid time off
• banking benefits and discounts
• career development
• reward and recognition programs

Additional Information

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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

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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. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our 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. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

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. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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