High Net Worth Planner - Vancouver

Only for registered members Vancouver, Canada

1 month ago

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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.

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