High Net Worth Planner

Work Location: Montréal, Quebec, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: 115,600 $/$115, $/$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  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.

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;
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.

• 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 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)
• Willingness to complete the Financial Planner Designation from the l'Institut québécois de planification financière (IPF) within 18 months from start date.
• Tax knowledge and expertise on holistic financial planning
• Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
• A self‑starter with the ability to work independently and to provide high quality services to clients.
• Excellent people and relationship building skills
• Strong communication, presentation, time management, and organizational skills
• Experience using CCH FP Solutions and Voyant
• Computer literacy (Word, Powerpoint, Excel, etc.)

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…