High Net Worth Planner

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

As a member of Private Wealth Management, the High‑Net‑Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax estate and overall wealth planning to HNW and UHNW clients of TD. Specifically the High‑Net‑Worth Planner has accountability for :

• Providing professional financial tax and estate planning support and solutions to qualifying clients of TD Wealth.
• Assisting advisors and relationship managers with business development opportunity spotting and revenue generation.
• Executing TD Wealth’s high net worth strategy.

The High‑Net‑Worth Planner is an experienced practitioner and technical expert whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He / she will work with Wealth Advisory Services partners as SMEs for estate or tax planning.

Key Responsibilities

Qualifications / Skills / Experience

Who We Are

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent and creativity to the bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs.

Additional Information

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills we want to help you succeed. You’ll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only)

Sans Objet

Key Skills

Network security, Active Directory, VMware, Access Points, LAN, Email, Routers, Windows, Infrastructure, Internet, VPN, Troubleshoot, Setup, hardware, Technical Support

Employment Type

Full-Time

Experience

Years

Vacancy

Monthly Salary Salary

$103,400 - $155,000 CAD

Work Location

Regina, Saskatchewan, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$103,400 - $155,000 CAD

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