High Net Worth Planner
About The Position
At TD Wealth Private Wealth Management (PWM), we work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners to help them achieve what matters most. We deliver tailored wealth strategies that align with each client's unique goals, priorities, and legacy aspirations. The Wealth Advisory Services team of specialists delivers tax, philanthropic, not-for-profit, business succession and estate planning strategies for HNW clients. The High Net Worth Planner will work with TD advisors to develop integrated wealth management strategies to help clients accomplish their wealth planning goals. 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.
Requirements
- Undergraduate degree
- Advanced professional degree (CPA or LL. B)
- Tax knowledge and expertise on holistic financial planning
- Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
- A self-starter with the ability to work independently and to provide high quality services to clients
- Excellent people and relationship building skills
- Strong communication, presentation, time management, and organizational skills
- Experience using CCH FP Solutions and Voyant
- Computer literacy (Word, PowerPoint, Excel, etc.)
Nice To Haves
- Willingness to complete the Certified Financial Planner Designation within 18 months from start date.
Responsibilities
- Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth
- Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation
- Executing TD Wealth's high net worth strategy
- Working effectively to develop and maintain good relationships with TD Wealth advisors and relationship managers as well as their business leaders within TD Wealth Management
- Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
- Carrying out independent research to ensure all of a client’s key issues (retirement, tax, estate planning) are addressed and keeping abreast of relevant wealth planning (retirement, tax, estate planning) developments
- Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
- Diligently tracking and reporting on a regular basis, the outcome of wealth plans delivered and new business generated
- Working closely and assisting other WAS team members with preparing comprehensive wealth plans
- Proactively promoting PWM Partners and Services
- Participating in client meetings and delivery of client educational seminars as needed
- Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
- Carry out other tasks and duties as assigned by manager from time to time
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
