Drive personalized wealth solutions at TD Wealth as a High Net Worth Planner in Vancouver. You will provide tailored tax, estate, and wealth planning guidance to high-value clients.
In this senior role, you'll collaborate with TD advisors to support high-net-worth and ultra-high-net-worth clients. Your expertise in tax and financial planning will empower the team to seize business development opportunities. You'll be expected to spot financial solutions that meet clients' unique needs and lead initiatives aligning with TD Wealth's strategy.
Key Responsibilities:



- Develop strong relationships with advisors and managers - Prepare customized wealth plans from client information - Conduct independent research on wealth planning developments - Identify and track recent business prospects - Assist team members in comprehensive wealth planning
Requirements: - Undergraduate degree with advanced qualified credentials - Minimum 10 years of personal tax experience - Certified financial planning designation is an asset - Strong communication and relationship-building skills - Ability to work independently with high quality
Maximize your expertise in financial planning and contribute to TD Wealth's impactful service.#J-18808-Ljbffr

📌 High Net Worth Planner At Td Wealth Winnipeg
🏢 TD
📍 Winnipeg