Financial Planner for High Net Worth Clients

Expand your expertise with TD Wealth as a Financial Planner for High Net Worth clients in Montréal. Partner with advisors to deliver bespoke financial and estate planning services.

In this key role within Private Wealth Management, you will provide tailored tax and wealth planning strategies for HNW and UHNW clients. Your contributions will ensure that client needs are comprehensively addressed while promoting TD Wealth’s high net worth initiative alongside team collaboration.

Key Responsibilities:
• Build strong relationships with TD Wealth advisors and business leaders
• Develop tailored wealth management plans based on client discussions
• Conduct in-depth research on financial planning issues
• Identify and pursue opportunities for additional services
• Monitor and report on wealth management plan effectiveness

Requirements:
• Strong educational background with an advanced degree (CPA or LL.B)
• Over 1...