High Net Worth Planner

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: 
a) Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth; 
b) Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and 
c) 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 required as SMEs for estate or tax planning. 

Key responsibilities include: 
· Working effectively to de...

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