Job Description
Elevate your financial advisory career with TD Wealth as a High Net Worth Planner in Vancouver, British Columbia. Deliver tailored tax and estate planning guidance to affluent clients.
In this role, you are integral to Private Wealth Management, working with TD Advisors to provide high-value financial strategies for HNW and UHNW clients. Your expertise in tax, estate, and wealth planning will be crucial in developing comprehensive solutions. You'll collaborate with relationship managers, support business development, and proactively spot opportunities for growth within the client base.
Key Responsibilities:
• Deliver customized wealth planning support to TD Wealth clients
• Assist advisors with business development and opportunity spotting
• Conduct independent research on retirement and tax issues
• Track and report outcomes of wealth plans and new business
• Participate in client meetings and educational seminars
Re...
In this role, you are integral to Private Wealth Management, working with TD Advisors to provide high-value financial strategies for HNW and UHNW clients. Your expertise in tax, estate, and wealth planning will be crucial in developing comprehensive solutions. You'll collaborate with relationship managers, support business development, and proactively spot opportunities for growth within the client base.
Key Responsibilities:
• Deliver customized wealth planning support to TD Wealth clients
• Assist advisors with business development and opportunity spotting
• Conduct independent research on retirement and tax issues
• Track and report outcomes of wealth plans and new business
• Participate in client meetings and educational seminars
Re...