Elevate your career at TD Wealth as a High Net Worth Planner in Vancouver, British Columbia. Focus on providing exceptional tax, estate, and wealth planning advice to affluent clients.

This role requires an experienced planner who collaborates with TD advisors to create customized wealth strategies for high-net-worth clients. You will leverage your knowledge of taxation, estate management, and financial planning to address client needs. Expect to maintain vital advisor relationships, conduct independent research, and actively contribute to business development initiatives.

Key Responsibilities:



• Build and maintain relationships with TD Wealth advisors • Prepare tailored wealth plans for high-net-worth clients • Conduct research on retirement and estate planning • Identify business opportunities and promote services • Track the performance and outcomes of wealth plans

Requirements: • Undergraduate degree and CPA or LL.B preferred • Minimum 10 years of personal tax experience • Solid communication and relationship-building skills • Self-starter with proven independent working abilities • Proficiency in Microsoft Office Suite

Become a trusted advisor in wealth management by utilizing your expertise to enhance client experiences at TD Wealth. #J-18808-Ljbffr

📌 Wealth Planning Expert at TD Wealth (Vancouver)
🏢 TD
📍 Vancouver