Line of Business: TD Wealth 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. 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. 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 Protecting and preserving personal and business wealth 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 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 explicit, 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 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 Participating in the local community and supporting TD charitable and community initiatives Undergraduate degree Certified Financial Planner designation, such as CFP or Pl. is an asset Completion of the In-Depth Tax Program, Levels 1 and 2, or a Master of Taxation is required Advanced tax knowledge and expertise across business succession and transition planning Strong knowledge of business owner, corporate, estate, and wealth planning considerations Experience advising high-net-worth clients, business owners, senior leaders, or professional advisors Ability to assess complex information and translate it into clear, actionable planning recommendations Strong passion for delivering a first-class client planning experience Demonstrated ability to build trusted relationships with clients, advisors, business partners, and external professionals Sound judgment and the ability to identify, manage, and escape risk appropriately TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. Together, we are reimagining what banking can be for our clients, colleagues and communitie

📌 Online Business Specialist (Vancouver)
🏢 TD
📍 Vancouver