Job Summary

Work Location: Oakville, Ontario, Canada
Hours: 37.5
Pay Range: $115,600 - $163,200 CAD

Key Responsibilities

• Deliver high‑value customized guidance on tax, estate and overall wealth planning to high net worth (HNW) and ultra‑high net worth (UHNW) clients of TD Wealth.
• Provide professional financial, tax and estate planning support and solutions to qualifying TD Wealth clients.
• Assist advisors and relationship managers with business development, opportunity spotting and revenue generation.
• Execute TD Wealth’s high net worth strategy and act as a subject‑matter expert for estate or tax planning in partnership with Wealth Advisory Services.
• Develop and maintain strong relationships with TD Wealth advisors, relationship managers and business leaders.
• Prepare customized wealth plans based on information from HNW clients and their relationship managers.
• Conduct independent research to ...