High Net Worth Planner

Description

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:
a) Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth;
b) Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and
c) Executing TD Wealth's high net worth strategy.

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.

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

Undergraduate degree

Advanced professional degree (CPA or LL.B)

Certified financial planning designation an asset (Financial Planning Title delivered by the IQPF)

Tax knowledge and expertise on holistic financial planning

Other Qualifications/Skills/

Experience:

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.

Additional Information:
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