Senior High‑Net‑Worth Wealth Planner

A prominent financial institution is seeking a High-Net-Worth Planner in Vancouver, British Columbia. This role involves collaborating with advisors to provide tailored financial guidance on tax, estate, and overall wealth planning for high-net-worth clients. Candidates should have extensive experience in personal tax, strong communication skills, and a...

Work LocationVancouver, British Columbia, CanadaHours37.5Line of BusinessTD WealthPay Details$115,600 - $163,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Be among the first 25 applicants Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $115,600 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Be among the first 25 applicants Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $115,600 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Description :As a member of Private Wealth Management, the High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW and UHNW clients of TD. Specifically, the High-Net-Worth Planner has accountability for:a) Providing professional financial, tax and estate...

A leading financial institution is looking for a High-Net-Worth Planner in Vancouver, responsible for delivering customized guidance on tax, estate, and wealth planning to high net worth clients. The role requires strong communication skills and over a decade of personal tax experience. Ideal candidates will hold an undergraduate degree and have a CPA or...

Requisition ID: 219271 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

**Employment Status**: Permanent Full-Time **Location**: Vancouver, BC **Department**: Corporate **Reporting To**: Investment Advisor(s) and Branch Management Team **Job Id**: TEP - 027 **Job Level**: L4 **Seniority Level**: Entry-level **Position Overview**: The entry-level financial planner plays a supporting role in the opportunity to work with two...