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High Net Worth Financial Planner

2 months ago

Victoria, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled and experienced High Net Worth Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a key member of our Wealth Planning team, you will be responsible for delivering high-value customized guidance on tax, retirement, estate, and overall wealth planning to high net worth and ultra-high net worth clients.

Key Responsibilities

Client Focus

  1. Provide exceptional client service and ensure a legendary client experience through every interaction.
  2. Develop and implement customized wealth plans that meet the unique needs of our high net worth clients.
  3. Stay up-to-date on relevant wealth planning developments and trends to ensure our clients receive the best possible advice.
  4. Participate in client meetings and educational seminars to deliver expert guidance and support.

Business Development

  1. Develop and execute strategies to deliver industry-leading high net worth planning solutions that support the growth of our Wealth Management business.
  2. Identify and capitalize on opportunities for cross-selling and upselling to our clients.
  3. Collaborate with our investment advisors and relationship managers to develop and implement business development strategies.
  4. Ensure compliance with regulatory requirements and internal policies and procedures.

Team Collaboration

  1. Work closely with our Wealth Planning team to develop and maintain good relationships with investment advisors and relationship managers.
  2. Contribute to the development of skills and capabilities within the team through mentorship and knowledge sharing.
  3. Participate in personal performance management and development activities to ensure ongoing growth and development.

Expertise and Qualifications

  1. Advanced professional degree (CA or LL.B/JD) and/or certified financial planning designation (CFP, Pl. Fin, etc.).
  2. Minimum 10 years of practical experience in tax and overall wealth planning.
  3. Strong knowledge of tax laws and regulations, as well as holistic financial planning principles.

What We Offer

As a High Net Worth Financial Planner at The Toronto-Dominion Bank (Canada), 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 high net worth clients.