High Net Worth Planner
TD Bank Group(1 month ago)
About this role
A High-Net-Worth Planner within TD Wealth delivers customized financial, tax and estate planning guidance to high- and ultra-high-net-worth clients and supports advisors and relationship managers in executing TD Wealth’s HNW strategy. The role acts as a technical expert and SME on complex wealth planning matters and contributes to business development and client engagement.
Required Skills
- Tax Planning
- Estate Planning
- Wealth Planning
- Financial Planning
- Client Relations
- Business Development
- Opportunity Spotting
- Research
- Presentation
- Time Management
+4 more
Qualifications
- Undergraduate Degree
- CPA
- LL.B
- Financial Planner Designation (IPF)
About TD Bank Group
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