Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $115,600 - $163,200 CADJob Description TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work.The Business Succession Advisor Role The Business Succession Advisor is responsible for providing specialized business owner and succession planning advice within an assigned Private Wealth Management territory. The role supports high-net-worth business owners as they evaluate, prepare for, and implement the transition of their businesses, while helping to strengthen client relationships and grow TD Wealth and Commercial Banking opportunities. As a recognized specialist in tax, business owner, and succession planning, the Business Succession Advisor works closely with Investment Advisors, Relationship Managers, and internal and external professionals to develop comprehensive wealth planning strategies. This includes coordinating expertise in areas such as tax, estate planning, business valuation, corporate finance, and law. Business succession planning for high-net-worth clients focuses on: preparing business owners for the transition or succession of their business; integrating business, personal, tax, estate, and wealth planning considerations; identifying appropriateownership and transition strategies; supporting family, management,



or third-party succession; protecting and preserving personal and business wealth; connecting clients withspecialized professional advice where required.Job Duties Include Delivering a legendary Wealth Client Experience by placing clients at the center of every interactionProviding comprehensive advice across all aspects of business owner, succession, and transition planningConducting an in-depth discovery of each client’s personal, family, business, and financial objectivesPreparing customized wealth plans based on information gathered directly from clients, Investment Advisors, and Relationship ManagersResearching complex business planning matters to ensure relevant tax, estate, and succession considerations are addressedParticipating in client meetings and presenting planning recommendations in a clear, practical, and engaging mannerDelivering educational seminars and presentations for clients, advisors, and business partnersWorking collaboratively with TD Wealth, Commercial Banking, and other TD partners to provide integrated advice and solutionsIdentifying opportunities to introduce clients to complementary TD products, services, and specialistsSupporting Investment Advisors and Relationship Managers with business development, prospect identification, and client retentionBuilding and maintaining an external network of professionals, including accountants, lawyers, valuation specialists, and corporate finance advisorsEnsuring plans and supporting documentation accurately reflect client objectives and comply with applicable policies, procedures,



and regulatory requirementsKeeping current on emerging tax, estate, business planning, and regulatory developmentsTracking planning outcomes, client opportunities, referrals, and new business generatedSharing technical knowledge and best practices through mentoring, informal learning, and educational sessionsContributing to a positive, inclusive, collaborative, and high-performing work environmentParticipating in the local community and supporting TD charitable and community initiativesActing as a brand ambassador for Wealth Advisory Services and TD, both internally and externallyExperience and Education Undergraduate degreeAdvanced professional designation or degree, such as CPA/CA, LLB, LLM, or JDCertified Financial Planner designation, such as CFP or Pl. Fin., is an assetCompletion of the In-Depth Tax Program, Levels 1 and 2, or a Master of Taxation is requiredMinimum of 10 years of relevant practical experienceAdvanced tax knowledge and expertise across business succession and transition planningStrong knowledge of business owner, corporate, estate, and wealth planning considerationsExperience advising high-net-worth clients, business owners, senior leaders, or professional advisorsAbility to assess complex information and translate it into clear, actionable planning recommendationsStrong passion for delivering a first-class client planning experienceDemonstrated ability to build trusted relationships with clients, advisors, business partners, and external professionalsStrong communication, presentation, facilitation, time management, and organizational skillsA proactive, results-oriented approach with the ability to work independently and collaborativelySound judgment and the ability to identify, manage, and escalation risk appropriatelyWho We Are TD is one of the world's leading global financial institutions and is the fifth largest

📌 Business Succession Advisor (Vancouver)
🏢 The Toronto-dominion Bank
📍 Vancouver