High Net Worth Planner

TD Bank

Vancouver, British Columbia, Canada
Base: $115,600 - $163,200 cad; bonus/equity: varia...
10 years personal tax experience
Cpa or ll.b degree required
Holistic financial planning expertise
The role involves delivering high value customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients of TD Wealth

Job Summary

  • The role involves delivering high value customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients of TD Wealth.
  • Candidates must possess at least 10 years of personal tax experience gained at a law firm, accounting firm, or financial institution.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development programs.

Matching Summary

The role involves delivering high value customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients of TD Wealth.

Salary

Base: $115,600 - $163,200 CAD; Bonus/Equity: Variable compensation included; Benefits: Health, well-being, 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
  • Independent self-starter attitude

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter