High Net Worth Planner, TD Private Wealth Management
$115,600–$163,200 year
On-siteLondon, Ontario, Canada
Job Summary
Provide professional financial, tax, and estate planning support to High Net Worth and Ultra High Net Worth clients. Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation while executing TD Wealth's high net worth strategy. Develop customized wealth plans based on client information, carry out independent research on retirement, tax, and estate developments, and proactively identify opportunities for complimentary businesses. Track and report on wealth plan outcomes and new business generated, participate in client meetings and educational seminars, and ensure appropriate service levels to maximize profitability and manage reputational risk.
Required Qualifications
- Undergraduate degree
- Minimum 10 years of relevant experience, preferably gained through a law firm or accounting firm
- Tax knowledge and expertise on holistic financial planning
- Experience using CCH FP Solutions
- Computer literacy (Word, Powerpoint, Excel, etc.)
Desired Qualifications
- Advanced professional degree (CPA or LLB) preferred
- Certified Financial Planner Designation, or willingness to obtain the designation within 18 months
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