High Net Worth Planner Wealth

Position: High Net Worth Planner at TD Wealth
Elevate your financial advisory career with TD Wealth as a High Net Worth Planner in Vancouver, British Columbia. Deliver tailored tax and estate planning guidance to affluent clients.

In this role, you are integral to Private Wealth Management, working with TD Advisors to provide high-value financial strategies for HNW and UHNW clients. Your expertise in tax, estate, and wealth planning will be crucial in developing comprehensive solutions. You'll collaborate with relationship managers, support business development, and proactively spot opportunities for growth within the client base.

Key Responsibilities:

• Deliver customized wealth planning support to TD Wealth clients

• Assist advisors with business development and opportunity spotting

• Conduct independent research on retirement and tax issues

• Track and report outcomes of wealth plans and new business

• Participate in client meetings and educational seminars

Requirements:

• Undergraduate degree; advanced degree such as CPA or LL.B preferred

• Minimum 10 years of personal tax experience

• Strong communication and relationship-building skills

• Proficient in Microsoft Office tools

• Certified financial planning designation is a plus

Strengthen your career and client relationships with comprehensive wealth solutions at TD Wealth in Vancouver.
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