Elevate your career as a High Net Worth Planner with TD Wealth in Halifax, Nova Scotia. Deliver tailored wealth strategies for HNW and UHNW clients to achieve their goals and legacies. In this role at TD Wealth Private Wealth Management, you will collaborate with advisors to provide personalized financial, tax, and estate planning solutions.

Your expertise will be pivotal in assisting clients with comprehensive wealth management strategies tailored to their unique aspirations. This position emphasizes the importance of developing client relationships and delivering exceptional service for those in need of advanced planning guidance. Key Responsibilities:

- Develop and maintain relationships with TD Wealth advisors
- Prepare customized wealth plans for HNW clients




- Conduct independent research on key client issues
- Spot and follow up on business opportunities
- Track and report on outcomes of wealth plans Requirements:
- Undergraduate degree with advanced skilled certification
- Minimum 10 years of personal tax experience
- Tax expertise in holistic financial planning
- Willingness to obtain Certified Financial Planner designation
- Excellent relationship-building and communication skills You will play a crucial role in helping affluent clients navigate their financial futures with confidence.

📌 Wealth Planner at TD Wealth (Halifax Regional Municipality)
🏢 Kibbi Technologies
📍 Halifax Regional Municipality