High Net Worth Planner - Vancouver
1 month ago

Job summary
The High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW and UHNW clients of TD.Responsibilities
- Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth;
- Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation;
- Executing TD Wealth's high net worth strategy.
Job description
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