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 prospects. 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 robust relationships with advisors and managers
Prepare customized wealth plans from client information
Conduct independent research on wealth planning developments
Identify and track new business opportunities
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.

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