High Net Worth Planner (Montreal)

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.

Key Responsibilities

• Develop and maintain good relationships with TD Wealth advisors, relationship managers, and their business leaders.
• Work with Wealth Advisory Services partners as required as SMEs for estate or tax planning.
• Prepare customized wealth plans based on information obtained directly from HNW clients and their relationship managers.
• Carry out independent research to ensure all of a client’s key issues—retirement, tax, estate planning—are addressed and stay abreast of relevant wealth‑planning developments.
• Proactively spot, anchor, introduce, and follow up on opportunities for complementary businesses and solutions.
• Diligently track and report on a regular basis ...