High Net Worth Planner
Core
Deliver customized tax, estate, and overall wealth planning guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
Role type
Senior IC High-Net-Worth Planner (Wealth Management)
Builds
Customized wealth plans and tax/estate solutions for TD Wealth clients
Domain
Financial Services / Wealth Management / Tax & Estate Planning
Deliverable
client delivery
Required skills
Holistic financial planning, tax expertise, estate planning, business development, independent research, relationship management, financial reporting
Preferred skills
Certified financial planning designation (CFP), CPA or LL.B degree
Technologies
Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Prepare customized wealth plans based on client and relationship manager information; Conduct independent research on retirement, tax, and estate planning developments; Proactively identify and introduce opportunities for complementary businesses and solutions; Track and report on wealth plan outcomes and new business generation; Participate in client meetings and deliver educational seminars; Collaborate with advisors and relationship managers to maximize profitability and minimize costs.
Seniority
Senior, experienced practitioner