Planific. pour les clients à valeur nette élevée

Description du Poste

As a member of Private Wealth Management, the High Net Worth Planner collaborates with TD advisors to deliver customized guidance on tax, estate, and overall wealth planning to HNW and UHNW clients of TD. The role includes providing professional financial, tax, and estate planning support, assisting advisors and relationship managers with business development, and executing TD Wealth's high net worth strategy.

Responsabilités clés

• Develop and maintain relationships with TD Wealth advisors, relationship managers, and business leaders.
• Prepare customized wealth plans based on client information.
• Carry out independent research to address retirement, tax, estate planning issues and stay abreast of developments.
• Spot, anchor, introduce, and follow up on opportunities for complementary businesses and solutions.
• Track and report outcomes of wealth plans and new business generation.
• A...