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High-Net-Worth Planner at TD Bank - ApplyBlast

High-Net-Worth Planner

TD Bank

3 months ago

Winnipeg, Manitoba, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

The High-Net-Worth Planner works within TD Wealth's Private Wealth Management team to provide customized tax, estate, and overall wealth planning advice to high‑net‑worth and ultra‑high‑net‑worth clients. The role collaborates closely with advisors and relationship managers to support business development, identify revenue opportunities, and execute the firm’s high‑net‑worth strategy.

Responsibilities

Develop customized wealth plans for high‑net‑worth clients
Provide tax and estate planning advice to advisors and clients
Identify and pursue business development opportunities
Track and report outcomes of wealth plans and new business
Collaborate with Wealth Advisory Services partners as subject matter expert

Skills

Qualifications

Undergraduate degreeCPALL.BCertified Financial Planner designation (IQPF)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).