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High Net Worth Financial Planner

2 months ago

Victoria, British Columbia, Canada TD Bank Full time
Job Summary

We are seeking a highly skilled and experienced High Net Worth Financial Planner to join our team at TD Bank. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to high net worth clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Client Relationships
    • Build and maintain strong relationships with high net worth clients, understanding their financial needs and goals.
    • Develop and implement comprehensive financial plans, taking into account clients' tax, estate, and investment objectives.
    • Provide ongoing financial planning advice and guidance to clients, ensuring they are on track to meet their goals.
  • Financial Planning and Analysis
    • Conduct thorough financial analyses, identifying areas for improvement and opportunities for growth.
    • Develop and implement financial plans, including investment strategies, tax planning, and estate planning.
    • Monitor and adjust financial plans as needed, ensuring clients' goals are being met.
  • Collaboration and Communication
    • Work closely with other members of the wealth management team, including investment advisors and relationship managers.
    • Communicate effectively with clients, providing clear and concise financial planning advice and guidance.
    • Participate in team meetings and contribute to the development of new business strategies.
Requirements
  • Education
    • Undergraduate degree in a related field, such as finance, accounting, or economics.
    • Advanced professional degree, such as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP), is an asset.
  • Experience
    • Minimum 10 years of experience in financial planning, wealth management, or a related field.
    • Proven track record of success in developing and implementing financial plans, achieving client goals, and building strong relationships.
  • Skills
    • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
    • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
    • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer

As a High Net Worth Financial Planner at TD Bank, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on the lives of our clients. We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits program. Additionally, we provide ongoing training and development opportunities, helping you stay up-to-date with the latest financial planning trends and best practices.