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 role involves delivering high-value customized guidance on tax, estate, and overall wealth planning to High Net Worth and Ultra High Net Worth clients
Job Summary
The role involves delivering high-value customized guidance on tax, estate, and overall wealth planning to High Net Worth and Ultra High Net Worth clients.
Candidates must possess a minimum of 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 opportunities.
Matching Summary
The role involves delivering high-value customized guidance on tax, estate, and overall wealth planning to High Net Worth and Ultra High Net Worth clients.
Salary
Base: $115,600 - $163,200 CAD; Bonus/Equity: Not specified; Benefits: Health, well-being, savings, retirement programs included
Skills & Requirements
Must-have
10 years personal tax experience
CPA or LL.B degree required
Holistic financial planning expertise
CCH FP Solutions proficiency
Voyant software knowledge
Nice-to-have
Strong relationship building skills
Independent self-starter attitude
Client seminar delivery experience
Business development opportunity spotting
Key Requirements
Undergraduate degree required
Advanced professional degree (CPA or LL.B)
Willingness to complete IPF Financial Planner Designation within 18 months