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personal financial planner
Title posted on CareerBeacon - High Net Worth Planner
Posted on November 19, 2024 by Employer details TD Bank
Job details
Work Location:Victoria, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$108,800 - $163,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:The High Net Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, retirement, estate and overall wealth planning to HNW and UHNW clients of TD.KEY ACCOUNTABILITIESCUSTOMERDemonstrate our commitment to being a client-centric organization that puts clients first by ensuring a legendary Client Planning Experience is provided during every client interaction to maximize retention and growthProvide professional retirement, tax and estate planning support and solutions to qualifying clients of TD Wealth Prepare customized wealth plans independently on a timely basis based on information obtained directly from relationship managers/advisorsCarry out independent research to ensure all of a client's key issues (retirement, tax, estate planning) are addressed and keep abreast of relevant wealth planning (retirement, tax, estate planning) developmentsParticipate in client meetings and delivery of client educational seminars as needed SHAREHOLDERPlan, recommend and implement a strategy to deliver industry leading HNW planning solutions to support the growth PWMDeliver HNW Planning solutions in a manner that is compliant with regulations, policies and proceduresProactively spot, anchor, introduce and follow up on opportunities for complimentary businesses and solutionsExecute on TD Wealth's high net worth strategyAssist advisors and relationship managers with business development, opportunity spotting, and revenue generationEnsure documentation that is completed is accurate and properly reflects the client's intentions and is consistent with relevant regulationsEnsure appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBGDiligently track and report on a regular basis, the outcome of wealth plans delivered and new business generatedDevelops and implements sales strategies to proactively attract, acquire and retain clients, sales opportunities and referrals, to increase profitability and enable business growthPromote and offer full suite of tax and estate products, sales, services and banking capabilitiesProtect the interests of the TD Bank ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryIdentify, suggest and actively participate in process improvement opportunitiesActively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirementsKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsSupport our corporate responsibility and citizenship objectives through community and charity involvementEMPLOYEE / TEAMParticipate 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 interestWork effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management Provide thou- LocationVictoria, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2112159
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