Found Description
Join TD Wealth as a Wealth Planning Expert to provide specialized high net worth financial services in Vancouver, British Columbia. Emphasize tailored tax and estate planning strategies.
As a High Net Worth Planner within Private Wealth Management, your role is pivotal in delivering comprehensive financial guidance to TD's affluent clients. You will engage with advisors and leverage your extensive tax knowledge to develop bespoke wealth strategies. Relationships with clients and internal partners will be crucial in driving business development and revenue growth.
Key Responsibilities: • Prepare customized wealth plans for HNW clients • Collaborate with advisors on revenue generation strategies • Conduct ongoing research in wealth planning developments • Diligently track results of delivered wealth plans • Deliver educational seminars and participate in client meetings
Requirements: • Undergraduate degree; CPA or LL.B preferred • 10+ years of experience in per...
As a High Net Worth Planner within Private Wealth Management, your role is pivotal in delivering comprehensive financial guidance to TD's affluent clients. You will engage with advisors and leverage your extensive tax knowledge to develop bespoke wealth strategies. Relationships with clients and internal partners will be crucial in driving business development and revenue growth.
Key Responsibilities: • Prepare customized wealth plans for HNW clients • Collaborate with advisors on revenue generation strategies • Conduct ongoing research in wealth planning developments • Diligently track results of delivered wealth plans • Deliver educational seminars and participate in client meetings
Requirements: • Undergraduate degree; CPA or LL.B preferred • 10+ years of experience in per...