Business Succession Advisor, Private Wealth

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

Job summary

TD Private Wealth Management seeks a seasoned Business Succession Advisor in Vancouver, BC, to provide specialized business owner and succession planning guidance within Private Wealth Management. You’ll help high-net-worth clients evaluate, prepare for, and implement transitions while strengthening relationships with Investment Advisors and Relationship Managers.

As a recognized tax and planning specialist, you’ll coordinate with professionals across tax, estate, corporate finance, and law to

Qualifications

• Undergraduate degree required.
• Advanced tax knowledge across business succession and transition planning.
• Strong knowledge of business owner, corporate, estate, and wealth planning considerations.

Responsibilities

• Deliver comprehensive business owner, succession, and transition planning advice.
• Conduct in-depth discovery of client objectives.
• Prepare customized wealth plans with input from Investment Advisors and Relationship Managers.
• Coordinate tax, estate, and succession planning with professionals across TD.
• Support client meetings with clear, actionable planning recommendations.

Skills

Business succession

Tax planning

Estate planning

Wealth planning

Relationship management

Education

Undergraduate degree

Advanced professional designation (CPA/CA/LLB/LLM/JD)

In-Depth Tax Program or Master of Taxation

Job description

TD Private Wealth Management seeks a seasoned Business Succession Advisor in Vancouver, BC, to provide specialized business owner and succession planning guidance within Private Wealth Management. You’ll help high-net-worth clients evaluate, prepare for, and implement transitions while strengthening relationships with Investment Advisors and Relationship Managers.

As a recognized tax and planning specialist, you’ll coordinate with professionals across tax, estate, corporate finance, and law to