High Net Worth Planner - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

High Net Worth Planner:

BR

Job Category - Primary

Wealth Management

Work Location

5140 Yonge Street

Employment Type

Regular

City

Toronto

Time Type

Full Time

Province/State

Ontario

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

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.

Job Details

Are you recognized as a specialist in estate and tax planning? Do you thrive advising clients and bringing leadership teams up to speed on the best business practices for organizational growth and success? As
Tax Estate Planner, you will liaise with TD advisors to help High-Net-Worth (HNW) clients accomplish their financial objectives and peace of mind.

Your value addition is advanced and experienced tax and estate planning mentorship, including planning for the orderly and tax effective transfer of assets to the client's intended beneficiaries.

Furthermore, you will:

Provide professional tax and estate planning support and solutions to qualifying clients of TD Wealth; plan, recommend and implement strategy to deliver industryleading HNW solutions
Prepare customized plans on a timely basis based on information obtained directly from relationship managers and other advisors
Carry out independent research to ensure all client's tax and estate issues are addressed; promote and offer the full suite of tax and estate products, services and banking capabilities
Diligently track and report on a regular basis, the outcome of wealth plans delivered, and new business generated
Dedicatedly spot, anchor, introduce and follow up on opportunities for complementary business and solution partnerships
Stay on top of relevant developments in your specialized area; stay in sync with all regulations, policies and procedures
Serve as a source of experienced advice to participate in client meetings and delivery of client education seminars
Demonstrate a dedication to deliver legendary client experience with every client interaction
Build and maintain a culture of risk management and control, supported by effective processes
Participate fully as a member of the team, support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank; lead, motivate and build relations with internal and external partners

Job Requirements

Undergraduate degree
Law degree (JD or LL. B)
Certified Financial Planner (CFP) or related designation an asset
Completion of Indepth Tax course, levels 1 & 2 or Masters of Tax
Minimum five (5) years of estate planning and personal tax planning experience gained at a law firm or financial institution
A dynamic leader with robust team management skills to work with a team and handle multiple priorities in a fastpaced environment

Additional Information

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth.

Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals.

Total Rewards at TD includes a base salary, variable compe