High Net Worth Planner

TD

Montréal, Quebec, Canada
Base: 115,600 cad - 163,200 cad; bonus/equity: not...
Tax and estate planning expertise
Relationship building with advisors
Financial planning software proficiency
The High-Net-Worth Planner works with TD advisors to deliver customized tax, estate, and wealth planning guidance to high net worth clients

Job Summary

  • The High-Net-Worth Planner works with TD advisors to deliver customized tax, estate, and wealth planning guidance to high net worth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, and career development opportunities.
  • TD is committed to colleague development through regular training, mentoring programs, and a respectful workplace that values diverse perspectives.

Matching Summary

The High-Net-Worth Planner works with TD advisors to deliver customized tax, estate, and wealth planning guidance to high net worth clients.

Salary

Base: 115,600 CAD - 163,200 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Tax and estate planning expertise
  • Relationship building with advisors
  • Financial planning software proficiency
  • Independent research skills
  • Client meeting participation

Nice-to-have

  • Strong communication and presentation skills
  • Time management and organizational skills
  • Proactive business development
  • Team collaboration
  • Client educational seminar delivery

Key Requirements

  • Undergraduate degree
  • Advanced professional degree (CPA or LL.B)
  • Financial Planner Designation from IPF within 18 months
  • Minimum 10 years personal tax experience
  • Tax knowledge for holistic financial planning

Work Rights

Subject to provincial regulation; language requirement in Quebec

Tailored Resume

Cover Letter