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Work Location:Montréal, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:115,600 $/$115,600 - 163,200 $/$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 designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job DescriptionAs 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 planning support and solutions to qualifying clients of TD Wealth; b) Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; c) Executing TD Wealth's high net worth strategy.The High-Net‑Worth Planner is an experienced practitioner and technical expert, whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required as SMEs for estate or tax planning.Key ResponsibilitiesWorking effectively to develop and maintain good relationships with TD Wealth advisors and relationship managers as well as their business leaders within TD Wealth ManagementPreparing customized wealth plans based on information obtained directly from HNW clients and their relationship managersCarrying 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 developmentsProactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutionsDiligently tracking and reporting on a regular basis,



the outcome of wealth plans delivered and new business generatedWorking closely and assisting other WAS team members with preparing comprehensive wealth plansProactively promoting PWM Partners and ServicesParticipating in client meetings and delivery of client educational seminars as neededEnsuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFGCarry out other tasks and duties as assigned by manager from time to timeQualifications/Skills/ExperienceUndergraduate degreeAdvanced professional degree (CPA or LL. B)Willingness to complete the Financial Planner Designation from the l'Institut québécois de planification financière (IPF) within 18 months from start date.Tax knowledge and expertise on holistic financial planningMinimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institutionA self‑starter with the ability to work independently and to provide high quality services to clients.Excellent people and relationship building skillsStrong communication, presentation, time management, and organizational skillsExperience using CCH FP Solutions and VoyantComputer literacy (Word, Powerpoint, Excel, etc.)Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals.



Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn moreAdditional InformationWe're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job chance is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.Language Requirement (Quebec only)Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.#J-18808-Ljbffr

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📌 High Net Worth Planner (Toronto)
🏢 TD
📍 Toronto