Wealth & Business Succession Advisor

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

Benefits offered by this job

Base salary

Variable compensation

Health benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition programs

Job summary

TD Private Wealth Management is seeking a Business Succession Advisor to deliver specialized planning for high-net-worth business owners, focusing on tax, estate, and succession strategies. You will collaborate with Investment Advisors and Relationship Managers to develop comprehensive wealth plans and strengthen client relationships.

Responsibilities include conducting in-depth discovery of client objectives, preparing customized plans, and ensuring compliance with policies.

Qualifications

• Undergraduate degree required.
• Advanced professional designation such as CPA/CA/LLB/LLM/JD is highly valued.
• CFP designation is an asset.
• In-Depth Tax Program or Master of Taxation is required.

Responsibilities

• Deliver specialized business owner and succession planning advice.
• Prepare customized wealth plans from client information and advisors.
• Research complex tax, estate and succession planning matters.
• Coordinate with Investment Advisors and Relationship Managers to implement plans.
• Maintain documentation reflecting client objectives and regulatory requirements.
• Build trusted relationships with clients and external professionals.

Skills

Client relationship

Tax planning

Estate planning

Succession planning

Financial analysis

Education

Undergraduate degree

CPA/CA/LLB/LLM/JD

CFP designation

In-Depth Tax Program / Master of Taxation

Job description

TD Private Wealth Management is seeking a Business Succession Advisor to deliver specialized planning for high-net-worth business owners, focusing on tax, estate, and succession strategies. You will collaborate with Investment Advisors and Relationship Managers to develop comprehensive wealth plans and strengthen client relationships.

Responsibilities include conducting in-depth discovery of client objectives, preparing customized plans, and ensuring compliance with policies.