Elite HNW Wealth Planner

The Toronto-Dominion Bank (Canada); Halifax; On-site; CAD 116,000 - 163,000; Full time

Benefits offered by this job

Total Rewards Package

Job summary

The Toronto-Dominion Bank (Canada) is seeking a High Net Worth Planner to collaborate with TD Wealth advisors, delivering tailored tax, estate, and wealth planning for HNW and UHNW clients. You will develop comprehensive wealth plans, research on retirement and tax matters, and pursue opportunities to grow more wealth management solutions.

Ideal candidates will have a CPA, extensive personal tax experience, and strong client relationships.

Qualifications

• Minimum 10 years of personal tax experience in legal, accounting or financial institutions.
• Excellent communication, presentation, and relationship-building abilities.
• Ability to work independently and deliver high-quality services to clients.

Responsibilities

• Provide professional financial, tax, and estate planning support to qualifying TD Wealth clients.
• Assist advisors with business development, opportunity spotting, and revenue generation.
• Develop integrated wealth management strategies for high net worth clients.

Skills

Communication skills

Presentation skills

Time management

Organizational skills

Education

Undergraduate degree

CPA designation

Tools

CCH FP Solutions

Voyant

Job description

The Toronto-Dominion Bank (Canada) is seeking a High Net Worth Planner to collaborate with TD Wealth advisors, delivering tailored tax, estate, and wealth planning for HNW and UHNW clients. You will develop comprehensive wealth plans, research on retirement and tax matters, and pursue opportunities to grow more wealth management solutions.

Ideal candidates will have a CPA, extensive personal tax experience, and strong client relationships.