Join TD Wealth as a High Net Worth Planner in Halifax, Nova Scotia, focusing on tailored wealth management for affluent clients. Combine your tax and estate planning skills to deliver exceptional client service. At TD Wealth Private Wealth Management, you will work closely with advisors to devise wealth strategies that align with clients' financial goals and legacies.

Your role involves not only planning but also implementing strategies that enhance client relationships and drive business development. Your commitment to delivering high-quality service will directly impact the success of client interactions and planning initiatives. Key Responsibilities:

- Collaborate with TD Wealth advisors on client planning
- Design customized wealth plans based on client data




- Initiate research addressing tax and estate planning
- Identify and leverage business opportunities
- Monitor and report on wealth plan outcomes Requirements:
- Undergraduate degree and advanced professional qualification
- At least 10 years in personal tax advisement
- Expertise in comprehensive financial planning
- Commitment to achieving Certified Financial Planner status
- Solid communication and organizational skills Support affluent clients' financial goals while ensuring their legacies are protected and nurtured.

📌 High Net Worth Financial Planner (Halifax Regional Municipality)
🏢 Kibbi Technologies
📍 Halifax Regional Municipality