Job Title or Location

High Net Worth Planner

TD Bank - 666 Jobs
Barrie, ON
Full-time - Permanent
Posted 13 days ago

Hours37.5Workplace ModelHybridPay Details

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work.

Job Details


  • Demonstrate 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 growth
  • Provide 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/advisors
  • Carry 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) developments
  • Participate in client meetings and delivery of client educational seminars as needed


  • 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 clients, 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
Job RequirementsEMPLOYEE / TEAM
  • 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 experience 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


  • 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 and/or
  • Minimum 10 years of practical experience
Company OverviewOur Values
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes … because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.

Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is a customer obsessed organization, and we are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

InclusivenessOur Commitment to Diversity, Equity, and Inclusion
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Competition Number: 418802BR
Company Website:
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About TD Bank

About TD Bank

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.