High Net Worth Planner
Reference ID: 241447BR
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HAREHOLDER: Plan, recommend and implement a strategy to deliver industry leading HNW planning solutions to support the growth PWM Deliver HNW Planning solutions in a manner that is compliant with regulations, policies and procedures Proactively spot, anchor, introduce and follow up on opportunities for complimentary businesses and solutions Execute on TD Wealth's high net worth strategy Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation Ensure documentation that is completed is accurate and properly reflects the client's intentions and is consistent with relevant regulations Ensure appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBG Diligently track and report on a regular basis, the outcome of wealth plans delivered and new business generated Develops and implements sales strategies to proactively attract, acquire and retain customerclients, sales opportunities and referrals, to increase profitability and enable business growth Promote and offer full suite of tax and estate products, sales, services and banking capabilities Protect the interests of the TD Bank identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary Identify, suggest and actively participate in process improvement opportunities Actively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirements Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Support our corporate responsibility and citizenship objectives through community and charity involvement Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Work effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management Provide thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participate in personal performance management and development activities, including cross training within own team Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships. Contribute to a fair, positive and equitable environment that supports a diverse workforce Act as a brand ambassador for WAS and the bank, both internally and/or externally
BREADTH & DEPTH: Recognized as an expert in tax and overall wealth planning Serve as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts Work within general policies and industry guidelines Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context
Undergraduate degree Advanced professional degree (CA or LL.B/JD) Certified financial planning designation an asset (CFP, Pl. Fin, etc.) Tax knowledge and expertise on holistic financial planning. Completion of the In-depth Tax course, levels 1 & 2 or Masters of Tax is a strong asset
• Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Posted: May 22, 2019
Closes: July 21, 2019