Found Description
Join TD as a Senior High Net Worth Planner in Oakville, Ontario, and lead a team in providing exceptional financial planning. Your expertise will support HNW clients in maximizing their wealth.
The High Net Worth Planner role within TD Wealth is perfect for those with a strong background in financial, tax, and estate planning. With at least 10 years of relevant experience, you will collaborate with advisors to deliver customized solutions and ensure client satisfaction. This role emphasizes relationship management and the ability to identify business opportunities effectively.
Key Responsibilities:
• Collaborate with TD advisors to develop wealth strategies
• Create tailored financial plans addressing client needs
• Stay updated on tax and estate planning developments
• Generate new business through strategic relationship-building
• Attend and coordinate client education events
Requirements:
• 10+ years of personal tax experience in finance
• CPA or LL.B d...
The High Net Worth Planner role within TD Wealth is perfect for those with a strong background in financial, tax, and estate planning. With at least 10 years of relevant experience, you will collaborate with advisors to deliver customized solutions and ensure client satisfaction. This role emphasizes relationship management and the ability to identify business opportunities effectively.
Key Responsibilities:
• Collaborate with TD advisors to develop wealth strategies
• Create tailored financial plans addressing client needs
• Stay updated on tax and estate planning developments
• Generate new business through strategic relationship-building
• Attend and coordinate client education events
Requirements:
• 10+ years of personal tax experience in finance
• CPA or LL.B d...