High Net Worth Planner

Pay Details 115,600 $ / 163,200 CAD

Work Location Montréal, Quebec, Canada

Hours 37.5 hours per week

Line Of Business TD Wealth

Job Description

As a member of Private Wealth Management, the High-Net-Worth Planner works with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW and UHNW clients of TD. The planner has accountability for providing professional financial, tax and estate planning support and solutions to qualifying clients, assisting advisors with business development and revenue generation, and executing TD Wealth’s high net worth strategy.

Key Responsibilities

• Work effectively to develop and maintain good relationships with TD Wealth advisors and relationship managers as well as their business leaders within TD Wealth Management.
• Prepare customized wealth plans based on information obtained directly from HNW clients and...