High Net Worth Planner
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Job Summary
Work Location:
Vancouver British Columbia CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$115600 - $163200 CADTD 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:
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 Wealths 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 as SMEs for estate or tax planning.
Key responsibilities include:
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 clients 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
Qualifications/Skills/Experience:
Undergraduate degree
Advanced professional degree (CPA or LL. B)
Certified financial planning designation an asset (Financial Planning Title delivered by the IQPF)
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
Computer literacy (Word Powerpoint Excel etc.)
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):
Sans Objet
