High Net Worth Financial Planner Focused Client

Position: Dynamic High Net Worth Financial Planner Focused on Client Growth
Become a dynamic High Net Worth Financial Planner, delivering strategic guidance on tax and estate planning to affluent clients. Emphasize exceptional service while driving business growth.

In this role, you will partner with TD advisors to create customized financial plans and support business development initiatives. Leveraging your expertise, you will identify client needs and ensure all aspects of wealth management are addressed. Your experience will be integral to the firm’s success.

Key Responsibilities:

• Foster relationships with financial advisors and stakeholders

• Develop personalized planning strategies for HNW clients

• Conduct research to address client financial interests

• Proactively identify and pursue new client opportunities

• Track results and provide updates on wealth management plans

Requirements:

• Undergraduate plus advanced degree (CPA or LL.B)

• 10 years of relevant personal tax experience

• Proven relationship management and communication skills

• Proficient in wealth planning and software applications

• Self-motivated with attention to detail and quality

Drive excellence in wealth planning as you help clients achieve their financial goals with tailored solutions and strategic insights.
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