Found Description
Elevate your career with TD Wealth as a High Net Worth Advisor in Oakville, Ontario. Provide tailored financial, tax, and estate planning solutions for high and ultra-high net worth clients.
As a key member of Private Wealth Management at TD Wealth, you will leverage your expertise to assist advisors and manage relationships with HNW clients. This role requires a minimum of 10 years of experience in personal tax and a professional designation such as CPA or LL.B. Your efforts will be integral in generating new business and enhancing client interactions through comprehensive wealth planning.
Key Responsibilities:
• Develop and maintain relationships with TD Wealth advisors
• Prepare customized wealth plans for HNW clients
• Conduct independent research on tax and estate issues
• Promote PWM services and identify new business opportunities
• Participate in client meetings and educational seminars
Requirements:
• Minimum 10 years in personal tax at a firm or ins...
As a key member of Private Wealth Management at TD Wealth, you will leverage your expertise to assist advisors and manage relationships with HNW clients. This role requires a minimum of 10 years of experience in personal tax and a professional designation such as CPA or LL.B. Your efforts will be integral in generating new business and enhancing client interactions through comprehensive wealth planning.
Key Responsibilities:
• Develop and maintain relationships with TD Wealth advisors
• Prepare customized wealth plans for HNW clients
• Conduct independent research on tax and estate issues
• Promote PWM services and identify new business opportunities
• Participate in client meetings and educational seminars
Requirements:
• Minimum 10 years in personal tax at a firm or ins...