Work Location Vancouver, British Columbia, Canada
Hours 37.5
Line of Business TD Wealth
Pay Details $115,600 - $163,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job 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 energetic place to work.
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 appropriate ownership and transition strategies
Supporting family, management, or third-party succession
Protecting and preserving personal and business wealth
Connecting clients with specialized professional advice where required
Job Duties Include: Delivering a legendary Wealth Client Experience by placing clients at the canter of every interaction
Providing comprehensive advice across all aspects of business owner, succession, and transition planning
Conducting an in-depth discovery of each client's personal, family, business, and financial objectives
Preparing customized wealth plans based on information gathered directly from clients,



Investment Advisors, and Relationship Managers
Researching complex business planning matters to ensure relevant tax, estate, and succession considerations are addressed
Participating in client meetings and presenting planning recommendations in a clear, practical, and engaging manner
Delivering educational seminars and presentations for clients, advisors, and business partners
Working collaboratively with TD Wealth, Commercial Banking, and other TD partners to provide integrated advice and solutions
Identifying opportunities to introduce clients to complementary TD products, services, and specialists
Supporting Investment Advisors and Relationship Managers with business development, opportunity identification, and client retention
Building and maintaining an external network of professionals, including accountants, lawyers, valuation specialists, and corporate finance advisors
Ensuring plans and supporting documentation accurately reflect client objectives and comply with applicable policies, procedures, and regulatory requirements
Keeping current on emerging tax, estate, business planning, and regulatory developments
Tracking planning outcomes, client opportunities, referrals, and new business generated
Sharing technical knowledge and best practices through mentoring, informal learning, and educational sessions
Contributing to a positive, inclusive, collaborative, and high-performing work environment
Participating in the local community and supporting TD charitable and community initiatives
Acting as a brand ambassador for Wealth Advisory Services and TD, both internally and externally
Experience and Education Undergraduate degree
Advanced professional designation

📌 Senior tax manager (Vancouver)
🏢 Cari
📍 Vancouver