Elevate your career with TD Wealth as a High Net Worth Advisor in Oakville, Ontario. Provide tailored financial, tax, and estate planning solutions for high and ultra-high net worth clients.

As a key member of Private Wealth Management at TD Wealth, you will leverage your expertise to assist advisors and manage relationships with HNW clients. This role requires a minimum of 10 years of experience in personal tax and a professional designation such as CPA or LL.B. Your efforts will be integral in generating new business and enhancing client interactions through comprehensive wealth planning.

Key Responsibilities: • Develop and maintain relationships with TD Wealth advisors • Prepare customized wealth plans for HNW clients • Conduct independent research on tax and estate issues • Promote PWM services and identify new business opportunities • Participate in client meetings and educational seminars

Requirements: • Minimum 10 years in personal tax at a firm or ins...