Join TD Wealth as a High-Net-Worth Planner in Québec, specializing in customized financial solutions. Engage with HNW and UHNW clients to address wealth management needs.
In this senior role within Private Wealth Management, you will be a technical expert, offering specialized advice on tax, retirement, and estate planning. A minimum of 10 years of experience in personal tax is required, and you will be responsible for ensuring high service levels while maximizing profitability.
Key Responsibilities:
• Collaborate closely with TD Wealth advisors and managers
• Design customized wealth plans based on client insights
• Execute independent financial research for client issues
• Identify and promote business opportunities
• Monitor and report on wealth planning outcomes
Requirements:
• Bachelor's degree and advanced degree (CPA or LL.B)
• At least 10 years of personal tax experience
• Intent to achieve Financial Planner Designation
• Strong communication...