High Net Worth Planner

TD Ameritrade

Vancouver, British Columbia, Canada
Base: $115,600 - $163,200 cad; bonus/equity: not s...
10 years personal tax experience
Cpa or ll.b degree required
Holistic financial planning expertise
The High-Net-Worth Planner delivers customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients

Job Summary

  • The High-Net-Worth Planner delivers customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients.
  • This role involves collaborating with TD advisors to identify business development opportunities and execute the high net worth strategy.
  • TD offers a competitive total rewards package including base salary, variable compensation, and comprehensive benefits for professional growth.

Matching Summary

The High-Net-Worth Planner delivers customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients.

Salary

Base: $115,600 - $163,200 CAD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • 10 years personal tax experience
  • CPA or LL.B degree required
  • Holistic financial planning expertise

Nice-to-have

  • Certified financial planning designation
  • Strong relationship building skills
  • Experience with UHNW clients

Key Requirements

  • Undergraduate degree
  • Advanced professional degree (CPA or LL.B)
  • Minimum 10 years of personal tax experience
  • Tax knowledge and holistic financial planning expertise

Work Rights

Not specified

Tailored Resume

Cover Letter