Business Succession Advisor
TD Bank Group(1 month ago)
About this role
A senior specialist within TD Wealth focused on business owner and succession planning for high-net-worth clients. The role serves as a subject-matter expert in tax and wealth planning, supporting relationship managers and advisors and contributing to the strategic delivery of TD Wealth solutions. Based in London, Ontario, the position supports growth initiatives across private wealth management and commercial banking.
Required Skills
- Wealth Planning
- Business Succession
- Tax Expertise
- Client Relations
- Research
- Relationship Management
- Sales Strategy
- Compliance
- Risk Management
- Team Leadership
+1 more
Qualifications
- Undergraduate Degree
- Advanced Professional Degree (CA, LL.B/JD)
- Certified Financial Planner (CFP)
- Professional Financial Planning (Pl. Fin)
- In-Depth Tax Course Levels 1 & 2
- Masters Of Tax
About TD Bank Group
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