High Net Worth Planner

Kibbi Technologies Inc.; Halifax; On-site; CAD 116,000 - 163,000; Full time

Job summary

TD Wealth Private Wealth Management is seeking a High Net Worth Planner to collaborate with TD advisors in delivering tailored tax, estate, and wealth planning for HNW and UHNW clients. You will develop integrated strategies and coordinate with relationship managers to deliver high-value guidance.

Qualifications include an undergraduate degree and CPA/LL.B with willingness to obtain CFP within 18 months; strong tax expertise and client relationship skills are essential.

Qualifications

• Undergraduate degree required.
• Advanced professional degree (CPA or LL.B) required.
• Willingness to pursue CFP designation within 18 months.

Responsibilities

• Provide professional financial, tax, and estate planning support to qualifying TD Wealth clients.
• Assist advisors with business development, opportunity spotting, and revenue generation.
• Execute TD Wealth's high net worth strategy.

Skills

Self-starter

People skills

Communication

Time management

Organizational skills

Relationship building

Education

Undergraduate degree

CPA or LL.B

Willingness to complete CFP within 18 months

Tools

CCH FP Solutions

Voyant

Microsoft Word

PowerPoint

Excel

Job description

Work Location:

Halifax, Nova Scotia, 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

At TD Wealth Private Wealth Management (PWM), we work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners to help them achieve what matters most. We deliver tailored wealth strategies that align with each client's unique goals, priorities, and legacy aspirations.

The Wealth Advisory Services team of specialists delivers tax, philanthropic, not-for-profit, business succession and estate planning strategies for HNW clients. The High Net Worth Planner will work with TD advisors to develop integrated wealth management strategies to help clients accomplish their wealth planning goals.

Responsibilities

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.

Key Responsibilities Include

• 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 (retirement, tax, estate 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
• Carry 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)
• Willingness to complete the Certified Financial Planner Designation within 18 months from start date.
• 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
• Experience using CCH FP Solutions and Voyant
• Computer literacy (Word, PowerPoint, Excel, etc.)

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