Business Succession Advisor

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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 at TD. Our 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 candidates 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.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice solutions and service to clients.

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax philanthropic not-for-profit business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us if you are ready to gain a rewarding career and a diverse and dynamic place to work.

The Business Succession Advisor is responsible for providing specialized business owner and succession planning advice within an assigned Private Wealth Management territory. The role supports high-net-worth business owners as they evaluate prepare for and implement the transition of their businesses while helping to strengthen client relationships and grow TD Wealth and Commercial Banking opportunities.

As a recognized specialist in tax business owner and succession planning the Business Succession Advisor works closely with Investment Advisors Relationship Managers and internal and external professionals to develop comprehensive wealth planning strategies. This includes coordinating expertise in areas such as tax estate planning business valuation corporate finance and law.

Business succession planning for high-net-worth clients focuses on:

• Preparing business owners for the transition or succession of their business
• Integrating business personal tax estate and wealth planning considerations
• Identifying appropriate ownership and transition strategies
• Supporting family management or third-party succession
• Protecting and preserving personal and business wealth
• Connecting clients with specialized professional advice where required

Job Duties Include:

• Delivering a legendary Wealth Client Experience by placing clients at the canter of every interaction
• Providing comprehensive advice across all aspects of business owner succession and transition planning
• Conducting an in-depth discovery of each clients personal family business and financial objectives
• Preparing customized wealth plans based on information gathered directly from clients Investment Advisors and Relationship Managers
• Researching complex business planning matters to ensure relevant tax estate and succession considerations are addressed
• Participating in client meetings and presenting planning recommendations in a clear practical and engaging manner
• Delivering educational seminars and presentations for clients advisors and business partners
• Working collaboratively with TD Wealth Commercial Banking and other TD partners to provide integrated advice and solutions
• Identifying opportunities to introduce clients to complementary TD products services and specialists
• Supporting Investment Advisors and Relationship Managers with business development opportunity identification and client retention
• Building and maintaining an external network of professionals including accountants lawyers valuation specialists and corporate finance advisors
• Ensuring plans and supporting documentation accurately reflect client objectives and comply with applicable policies procedures and regulatory requirements
• Keeping current on emerging tax estate business planning and regulatory developments
• Tracking planning outcomes client opportunities referrals and new business generated
• Sharing technical knowledge and best practices through mentoring informal learning and educational sessions
• Contributing to a positive inclusive collaborative and high-performing work environment
• Participating in the local community and supporting TD charitable and community initiatives
• Acting as a brand ambassador for Wealth Advisory Services and TD both internally and externally

Experience and Education:

• Undergraduate degree
• Advanced professional designation or degree such as CPA/CA LLB LLM or JD
• Certified Financial Planner designation such as CFP or Pl. Fin. is an asset
• Completion of the In-Depth Tax Program Levels 1 and 2 or a Master of Taxation is required
• Minimum of 10 years of relevant practical experience
• Advanced tax knowledge and expertise across business succession and transition planning
• Strong knowledge of business owner corporate estate and wealth planning considerations
• Experience advising high-net-worth clients business owners senior leaders or professional advisors
• Ability to assess complex information and translate it into clear actionable planning recommendations
• Strong passion for delivering a first-class client planning experience
• Demonstrated ability to build trusted relationships with clients advisors business partners and external professionals
• Strong communication presentation facilitation time management and organizational skills
• A proactive results-oriented approach with the ability to work independently and collaboratively
• Sound judgment and the ability to identify manage and escalate risk appropriately

Who We Are:

TD is one of the worlds 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 95000 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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):