Tuesday , March 28 2023

TD Bank Jobs – High Net Worth Planner

Website TD Bank

Job Description:

The High Net Worth Planner is an experienced practitioner and technical expert, whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required as SMEs for estate or tax planning.

Job Responsibilities:

  • Diligently tracking and reporting on a regular basis, the outcome of wealth plans delivered and new business generated
  • Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
  • 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
  • Working closely and assisting other WAS team members with preparing comprehensive wealth plans
  • Proactively promoting PWM Partners and Services
  • Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
  • 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
  • Participating in client meetings and delivery of client educational seminars as needed

Job Requirements:

  • Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
  • Certified financial planning designation an asset (CFP, Pl. Fin, etc.)
  • Tax knowledge and expertise on holistic financial planning
  • A self-starter with the ability to work independently and to provide high quality services to clients.
  • Strong communication, presentation, time management, and organizational skills
  • Undergraduate degree
  • Advanced professional degree (CA or LL.B)
  • Excellent people and relationship building skills

Job Details:

Company: TD Bank

Vacancy Type: Full Time

Job Location: Ottawa, Ontario, CA

Application Deadline: N/A

Apply Here