Apply on Kit Job: kitjob.ca/job/2g9cdy

Deliver tailored financial and estate planning solutions as a High Net Worth Planner. Collaborate with advisors to support HNW clients, driving business development and customized strategies.

This role involves partnering with TD advisors to provide expert tax, estate, and wealth planning advice to high-net-worth clients. You will collaborate closely on business development opportunities and ensure meticulous execution of high-net-worth strategies. The focus is on building robust relationships while tracking the impact of wealth planning solutions.

Key Responsibilities:



• Provide customized tax and estate planning for qualifying clients • Support advisors in identifying business development opportunities • Prepare tailored financial plans based on client needs • Track and report on wealth plan outcomes and business growth • Engage in educational seminars and client meetings

Requirements: • Undergraduate degree required • Advanced degree (CPA or LL.B.) preferred • 10 years of personal tax experience required • Excellent relationship-building and communication skills • Proficiency in Microsoft Office Suite

Utilize your expertise in tax and estate planning to enhance high-net-worth client experiences and drive business success. #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g9cdy

📌 Expert High Net Worth Financial Planner (Vancouver)
🏢 TD Securities
📍 Vancouver