High Net Worth Planner

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.
· 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
*
* Key responsibilities include:

*
* ** Qualifications/Skills/

Experience:

** 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
** Our Values
** At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

** Our Commitment to Diversity, Equity, and Inclusion
** At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

** Helping to Make an Impact in Communities – TD Ready Commitment
** TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C $1 billion by 2030 in community giving across four key, interconnected drivers of change:
Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more:  |  |
#J-18808-Ljbffr