Wealth Planning Expert

3 days ago

Markham, Ontario, Canada TD Bank Full time
Wealth Planning Role at TD Bank
TD Bank is committed to providing exceptional wealth planning services to our clients. As a High Net Worth Planner, you will play a key role in delivering high-value customized guidance on tax, retirement, estate, and overall wealth planning to HNW and UHNW clients.

About the Role
The High Net Worth Planner is responsible for working with TD advisors to provide professional retirement, tax, and estate planning support and solutions to qualifying clients of TD Wealth. This includes carrying out independent research to ensure all of a client's key issues are addressed and keeping abreast of relevant wealth planning developments.

Responsibilities
The successful candidate will be expected to:

  • Demonstrate a commitment to being client-centric and ensuring a legendary Client Planning Experience during every client interaction.
  • Provide expert advice on tax and overall wealth planning to help clients achieve their financial goals.
  • Work collaboratively with TD advisors to deliver high-value customized guidance to clients.
  • Carry out independent research to stay up-to-date on relevant wealth planning developments.


Requirements
To succeed in this role, you will need:

  • An undergraduate degree.
  • Certified financial planning designation (CFP) or equivalent experience.
  • Tax knowledge and expertise on holistic financial planning.
  • Excellent communication and interpersonal skills.


Total Rewards Package
As a valued member of our team, you can expect a comprehensive Total Rewards package that includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

About Us
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients. We pride ourselves on our innovation, execution, and experience, and we're committed to helping our clients meet their needs today and prepare for tomorrow.

Earned Salary: $108,800 - $163,200 CAD per annum

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