Found Description
Drive client success as a Platinum Wealth Planner at TD Wealth in Oakville, Ontario. Specialize in delivering financial strategies for high net worth and ultra-high net worth individuals.
In this pivotal role at TD Wealth, you will connect with HNW clients, utilizing your 10+ years of tax expertise to provide comprehensive estate and financial planning. Your ability to foster strong relationships with advisors will be essential for business development and ensuring client satisfaction. This position promises a dynamic environment with continuous professional growth opportunities.
Key Responsibilities:
• Develop wealth plans tailored to HNW clients’ needs
• Conduct research on key financial issues impacting clients
• Identify development opportunities for business growth
• Collaborate with other professionals for comprehensive planning
• Lead educational seminars for clients as needed
Requirements:
• 10 years of experience in personal tax and planning
• Adv...
In this pivotal role at TD Wealth, you will connect with HNW clients, utilizing your 10+ years of tax expertise to provide comprehensive estate and financial planning. Your ability to foster strong relationships with advisors will be essential for business development and ensuring client satisfaction. This position promises a dynamic environment with continuous professional growth opportunities.
Key Responsibilities:
• Develop wealth plans tailored to HNW clients’ needs
• Conduct research on key financial issues impacting clients
• Identify development opportunities for business growth
• Collaborate with other professionals for comprehensive planning
• Lead educational seminars for clients as needed
Requirements:
• 10 years of experience in personal tax and planning
• Adv...