Business Succession Advisor

TD; Vancouver; On-site; CAD 116,000 - 163,000; Full time

Job summary

TD Wealth in Vancouver, BC, is seeking a Business Succession Advisor to provide specialized tax and succession planning for high-net-worth clients within Private Wealth Management. You will collaborate with Investment Advisors and Relationship Managers to build comprehensive wealth plans addressing tax, estate, and business transitions.

With an undergraduate degree and advanced professional designation (CPA/CA, LLB, LLM, or JD) and at least 10 years of relevant experience, you will lead client

Qualifications

• Undergraduate degree required.
• Advanced professional designation or degree (CPA/CA, LLB, LLM or JD) required.
• Certified Financial Planner designation is an asset.
• Completion of In-Depth Tax Program, Levels 1 and 2, or Master of Taxation required.
• Minimum of 10 years of relevant practical experience.
• Strong knowledge of business owner, corporate, estate, and wealth planning.

Responsibilities

• Deliver comprehensive wealth planning across tax, estate, and succession planning.
• Coordinate with Investment Advisors and Relationship Managers to develop plans.
• Prepare customized wealth plans based on client objectives.
• Present planning recommendations clearly to clients and partners.
• Maintain compliance with policies and regulatory requirements.
• Keep abreast of tax, estate, business planning, and regulatory developments.

Skills

Communication skills

Presentation skills

Facilitation

Relationship building

Education

Undergraduate degree

CPA/CA/LLB/LLM/JD

CFP/Pl. Fin. asset

In-Depth Tax Program

10 years experience

Job description

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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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 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 canter 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 escape 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. Learn more

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.

Language Requirement (Quebec only):

Sans Objet