Senior Financial Planner for High Net Worth Clients

Drive wealth management excellence with TD Wealth as a Senior Financial Planner in Vancouver. Provide customized financial and tax planning expertise for high net worth clients.

This position within Private Wealth Management is designed for a seasoned professional eager to deliver high-quality wealth strategies. You will work closely with TD advisors, developing tailored solutions for affluent clients. Leveraging your experience, you’ll assist in business development, ensuring client satisfaction and compliance with financial strategies.

Key Responsibilities: • Develop wealth plans based on client insights • Support TD Wealth advisors in identifying opportunities • Research client-related financial planning issues • Monitor and report on the success of wealth strategies • Engage in client education and consultations

Requirements: • Bachelor's degree; advanced degree preferred • 10+ years in personal tax from a firm or financial institution • Strong relationsh...