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About the Role

TD Wealth, Private Wealth Management (PWM) provides High Net Worth & Ultra High Net Worth (UHNW) clients with holistic discovery and customized wealth planning advice and solutions. 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
• 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 (retirement, tax, estate 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

Requirements

• Undergraduate degree
• Minimum 10 years of relevant experience, preferably gained through a law firm or accounting firm
• A self-starter with the ability to work independently and to provide high quality services to clients
• Experience using CCH FP Solutions and Voyant
• Computer literacy (Word, Powerpoint, Excel, etc.)

Skills

• Advanced professional degree (CPA or LLB) preferred
• Certified Financial Planner Designation, or willingness to obtain the designation within 18 months
• Tax knowledge and expertise on holistic financial planning
• Excellent people and relationship building skills
• Strong communication, presentation, time management, and organizational skills

Location

• London, Ontario, Canada

Work Type

• Full-time

Experience Level

• Minimum 10 years of relevant experience

Education Level

• Undergraduate degree
• Advanced professional degree (CPA or LLB) preferred
• Certified Financial Planner Designation

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off
• Banking benefits and discounts
• Career development
• Reward and recognition programs
• Training programs

About the Company

• 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.
• More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
• TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.
• Together, we are reimagining what banking can be for our clients, colleagues and communities.

Equal Opportunity

• We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.
• Here at TD, we hire and develop the best.