High Net Worth Planner - Montreal - TD Securities Limited

Description

Overview

Pay Details 115,600 $/$115, ,200 $/$163,200 CAD

Work Location Montr e9al, Quebec, Canada

Hours 37.5

Line Of Business TD Wealth

Job Description As a member of Private Wealth Management, 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. Specifically, the High-Net-Worth Planner has accountability for:

• 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; and
• Executing TD Wealth's high net worth strategy.

The High-Net-Worth Planner is an experienced practitioner and technical expert, whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required as SMEs for estate or tax planning.

Key Responsibilities

• Working effectively to develop and maintain good relationships with TD Wealth advisors and relationship managers as well as their business leaders within TD Wealth Management
• Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
• Carrying out independent research to ensure all of a client's key issues (retirement, tax, estate planning) are addressed and keeping abreast of relevant wealth planning developments
• Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
• Diligently tracking and reporting on a regular basis, the outcome of wealth plans delivered and new business generated
• Working closely and assisting other WAS team members with preparing comprehensive wealth plans
• Proactively promoting PWM Partners and Services
• Participating in client meetings and delivery of client educational seminars as needed
• Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
• Carry out other tasks and duties as assigned by manager from time to time

Qualifications / Skills / Experience

• Undergraduate degree
• Advanced professional degree (CPA or LL. B)
• Willingness to complete the Financial Planner Designation from limstitut québécois de planification financi e8re (IPF) within 18 months from start date.
• Tax knowledge and expertise on holistic financial planning
• Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
• A self-starter with the ability to work independently and to provide high quality services to clients.
• Excellent people and relationship building skills
• Strong communication, presentation, time management, and organizational skills
• Experience using CCH FP Solutions and Voyant
• Computer literacy (Word, Powerpoint, Excel, etc.)

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience and considers all colleagues customer facing. We are innovating to enhance the customer experience and build capabilities to shape the future of banking.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. This job opportunity is subject to provincial regulation for employment purposes; each province or territory within Canada may have its own regulations.

Colleague Development

If you're interested in a specific career path or want to build certain skills, we will help you succeed with regular career, development, and performance conversations, access to an online learning platform and mentoring programs.

Training & Onboarding

We will provide training and onboarding sessions to ensure you have what you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview and aim to communicate outcomes to all applicants by email or phone.

Accommodation

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help you participate throughout the interview process.

Language Requirement (Quebec Only)

Sans Objet

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