Tax & Estate Planner

TD; Canada; On-site; CAD 108,000 - 164,000; Full time

Job summary

A leading financial institution in Canada is seeking an experienced Tax and Estate Planner to provide personalized wealth planning solutions for high net worth clients. Responsibilities include creating tax-efficient estate plans, conducting client discovery, and collaborating with partners for integrated service. The role demands a strong legal background, significant wealth planning experience, and excellent communication skills. Join a dynamic team focused on client success in a rewarding environment.

Benefits

Comprehensive benefits package

Career development opportunities

Flexible work environment

Qualifications

• Minimum 10+ years of wealth planning experience.
• Estate and tax planning expertise required.
• Knowledge of advanced financial planning issues.

Responsibilities

• Deliver comprehensive wealth planning to high net worth clients.
• Conduct in-depth discovery of client's needs.
• Foster a positive work environment and contribute to team growth.

Skills

Strong communication

Organizational skills

Client service focus

Team collaboration

Education

Professional legal designation (LLB, LLM, JD)

CICA In Depth Tax course (levels 1 & 2)

Certified financial planning designation (CFP, F. Pl.)

Job description

Overview

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $108,800 - $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.

Responsibilities

The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net worth planning solutions to qualifying clients of PWM, assisting with the growth of the PWM business through actionable planning outcomes, and positively affecting the client experience through impact and influence, as well as being a steward of our Private Wealth Management value proposition.

The Tax and Estate Planner is a technical specialist, with expertise focused on tax and estate planning. He/she should be able to cover all aspects of estate planning and utilize Wealth Advisory Services partners (Accountants, Lawyers, Business Succession Planners) when required as subject matter experts.

Tax and estate planning for high net worth clients that focuses on:

• Creating a tax-efficient estate plan;
• Protecting and increasing wealth;
• Philanthropic planning; and US cross border issues.

Job Duties Include:

• Delivering a legendary Wealth Client Experience to High Net Worth clients, including:
• Helping clients achieve their financial objectives and peace of mind through advanced wealth planning focused on providing tax and estate guidance and support.
• Conducting an in-depth discovery of client's needs and addressing through a holistic Wealth Plan.
• Identifying referral opportunities and coordinating the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan.
• Working proactively with direct manager to develop improved client experience, operational and Practice Management practices, and overall personal development.
• Participating in the local community and supporting TDBG charity and community initiatives.
• Fostering and contributing to a positive and constructive work environment.
• Helping to increase the overall planning knowledge of the team through informal learning, lunch & learns and other learning activities.
• Demonstrating leadership and supporting the employee experience.

Qualifications and Experience

• Professional legal designation required (LLB, LLM, JD)
• Willing to complete CICA In Depth Tax course, levels 1 & 2 or Masters of Tax is required
• Certified financial planning designation is an asset (CFP, F. Pl.)
• Strong passion and focus on delivery of a first-class wealth planning experience
• A minimum 10+ years of wealth planning experience gained through client contact or in a technical advisory role to advisors, coupled with investment industry knowledge
• Estate and tax planning expertise
• Knowledge and experience working on advanced financial planning issues
• Client service focused and oriented
• A self-starter who is results oriented and gets things done on time and who works effectively and collaboratively in a team environment
• Strong communication, presentation, time management, organizational skills, and work ethic

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. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience. We believe that all colleagues, no matter where they work, are customer facing. We build capabilities to shape the future of banking, with regular leadership and development conversations, mentorship and training programs to support you toward your goals. As an organization, we keep growing – and so will you.

Total Rewards and Additional Information

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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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.

We look forward to hearing from you!

Language Requirement (Quebec only): Sans Objet