Embark on a rewarding career with TD Wealth as a High Net Worth Planner in Halifax, Nova Scotia. Provide expert financial, tax, and estate planning services to HNW and UHNW clients.
In this vital role with Private Wealth Management, you will collaborate with TD advisors to create customized wealth plans that match the unique aspirations of affluent clients. Your insights will help address their financial issues while you contribute to the overall success of TD Wealth's strategy. Your ability to build relationships and deliver proactive solutions will ensure that your clients receive exceptional guidance and support.
Key Responsibilities:



- Build effective partnerships with Wealth advisors - Create tailored wealth management proposals - Conduct detailed research on client financial issues - Identify opportunities for additional services - Report outcomes of proposed wealth management strategies
Requirements: - Undergraduate degree plus advanced financial certification - 10-plus years experience in personal taxation - Proficiency in financial and estate planning - Intent to complete Certified Financial Planner designation - Strong relationship management and presentation skills
You will facilitate profound financial transformations, guiding clients to achieve their most key wealth planning goals.#J-18808-Ljbffr

📌 Td Wealth High Net Worth Consultant (Winnipeg)
🏢 Kibbi Technologies
📍 Winnipeg