Tax & Estate Planner
Tax & Estate Planner
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$108800 - $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:
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 Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net worth planning solutions to qualifying clients of PWM assisting with the growth of the PWM business through actionable planning outcomes and positively affecting the client experience through impact and influence as well as being a steward of our Private Wealth Management value proposition.
The Tax and Estate Planner is a technical specialist with expertise focused on tax and estate planning. He/she should be able to cover all aspects of estate planning and utilize Wealth Advisory Services partners (Accountants Lawyers Business Succession Planners) when as subject matter experts.
Tax and estate planning for high net worth clients that focuses on:
Creating a tax-efficient estate plan;
Protecting and increasing wealth;
Philanthropic planning; and US cross border issues.
Job Duties Include:
Delivering a legendary Wealth Client Experience to High Net Worth clients including:
Helping clients achieve their financial objectives and peace of mind through advanced wealth planning focused on providing tax and estate guidance and support.
Conducting an in-depth discovery of clients needs and addressing through a holistic Wealth Plan.
Identifying referral opportunities and coordinating the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan.
Working proactively with direct manager to develop improved client experience operational and Practice Management practices and overall personal development.
Participating in the local community and supporting TDBG charity and community initiatives.
Fostering and contributing to a positive and constructive work environment.
Helping to increase the overall planning knowledge of the team through informal learning lunch & learns and other learning activities.
Demonstrating leadership and supporting the employee experience.
Experience and education:
Professional legal designation (LLB LLM JD)
Willing to complete CICA In Depth Tax course levels 1 & 2 or Masters of Tax is
Certified financial planning designation is an asset (CFP F. Pl.)
Strong passion and focus on delivery of a first-class wealth planning experience
A minimum 10 years of wealth planning experience gained through client contact or in a technical advisory role to advisors coupled with investment industry knowledge
Estate and tax planning expertise
Knowledge and experience working on advanced financial planning issues
Client service focused and oriented
A self-starter who is results oriented and gets things done on time and who works effectively and collaboratively in a team environment
Strong communication presentation time management organizational skills and work ethic
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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.
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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.
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 ObjetEmployment Type
Full-Time
