Business Succession Advisor

Work Location:

Hours:

Line of Business:

Pay Details:

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:

KEY ACCOUNTABILITIES

CUSTOMER

• Demonstrate our commitment to being a client-centric organization that puts clients first by ensuring a legendary Client Planning Experience is provided during every client interaction to maximize retention and growth

• Provide the client with wealth planning advice on all facets of business owner and succession planning

• Prepare customized wealth plans independently on a timely basis based on information obtained directly from relationship managers/advisors

• Carry out independent research to ensure all of a clients business planning issues are addressed and keep abreast of relevant tax estate and business planning developments

• Participate in client meetings and delivery of client educational seminars as needed

• Build an external network of professionals to support client requirements in specialized areas such as tax valuations corporate finance and law

SHAREHOLDER

• Plan recommend and implement a strategy to deliver industry leading Business Planning solutions to support the growth of PWM/Commercial Bank

• Deliver Business Succession Planning solutions in a manner that is compliant with regulations policies and procedures

• Proactively spot anchor introduce and follow up on opportunities for complimentary businesses and solutions

• Execute on TD Wealths high net worth strategy

• Assist advisors and relationship managers with business development opportunity spotting and revenue generation

• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations

• Ensure appropriate service levels are provided to maximize role profitability minimize costs and manage business to avoid financial losses and reputational damage to TDBG

• Diligently track and report on a regular basis the outcome of wealth plans delivered and new business generated

• Develops and implements sales strategies to proactively attract acquire and retain clients sales opportunities and referrals to increase profitability and enable TD Wealth growth

• Promote and offer full suite of products sales services and banking capabilities for business transition

• Protect the interests of the TD Bank identify and manage risks and escalate non-standard high risk transactions / activities as necessary

• Actively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirements

• Keep abreast of emerging issues trends and evolving regulatory requirements and assess potential impacts

• Support our corporate responsibility and citizenship objectives through community and charity involvement

EMPLOYEE / TEAM

• Participate fully as a member of the team support a positive work environment that promotes service to the business quality innovation and teamwork and ensure timely communication of issues/ points of interest

• Work effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management

• Provide thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit

• Keep current on emerging trends/ developments and grow knowledge of the business related tools and techniques

• Participate in personal performance management and development activities including cross training within own team

• Contribute to team development of skills and capabilities through mentorship of others by sharing knowledge and experiences and leveraging best practices.

• Lead motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.

• Contribute to a fair positive and equitable environment that supports a diverse workforce

• Act as a brand ambassador for WAS and the bank both internally and/or externally

BREADTH & DEPTH

• Recognized as an expert in tax/business owner planning and succession planning services

• Serve as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts

• Work within general policies and industry guidelines

• Engages stakeholders to take action; serves as a source of expert advice influences change; frames information in a broader organizational context

EXPERIENCE & EDUCATION

• Undergraduate degree

• Advanced professional degree (CA LL.B/JD etc)

• Certified financial planning designation an asset (CFP Pl. Fin etc.)

• Tax knowledge and expertise on all facets of succession and transition planning

• Completion of the In-depth Tax course levels 1 & 2 or Masters of Tax is a strong asset and/or

• Minimum 10 years of practical experience

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):