HNW Wealth Planner: Tax & Estate Strategy

TD; Canada; On-site; CAD 115,000 - 164,000; Full time

Job summary

A leading financial services organization in Vancouver is seeking a skilled High-Net-Worth Planner to deliver tailored wealth planning advice. The role requires extensive tax knowledge and over 10 years of experience in personal tax. Responsibilities include developing relationships with TD advisors, creating custom wealth plans, and analyzing clients' key financial issues. This position offers a competitive salary, ongoing training, and professional development opportunities.

Benefits

Health and well-being benefits

Career development programs

Competitive salary and variable compensation

Qualifications

• Minimum 10 years of personal tax experience at a law firm, accounting firm, or financial institution.
• Ability to work independently and provide high-quality services to clients.
• Strong expertise in holistic financial planning.

Responsibilities

• Work with advisors to provide financial, tax, and estate planning support.
• Develop and maintain good relationships with TD Wealth advisors.
• Handle comprehensive wealth planning for high-net-worth clients.

Skills

Tax knowledge

Relationship building

Communication skills

Time management

Computer literacy

Education

Undergraduate degree

Advanced professional degree (CPA or LL.B)

Certified financial planning designation

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services organization in Vancouver is seeking a skilled High-Net-Worth Planner to deliver tailored wealth planning advice. The role requires extensive tax knowledge and over 10 years of experience in personal tax. Responsibilities include developing relationships with TD advisors, creating custom wealth plans, and analyzing clients' key financial issues. This position offers a competitive salary, ongoing training, and professional development opportunities.