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Added 7 mins ago
CC
Supportive Living Coordinator Fixed Term Contract
CMHA Calgary
Calgary, AB
- Other
…the Coordinator provides compassionate, trauma-informed, and client-centered support to individuals experiencing mental illness, addiction, intellectual disabilities, concurrent disorders,…
Added 7 mins ago
A
Senior Bilingual French Recruiter
AMS
Toronto, ON
- $76,000 to $100,000 CAD / year
- Full-time
As a Senior Recruiter, you will support client hiring managers with filling their vacancies to target start dates, ensuring all quality thresholds and SLAs/KPIs are met. You will manage the…
Added 7 mins ago
R
Pipeline Integrity Project Manager
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Pipeline Integrity Project Manager on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 7 mins ago
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Lead Engineer, Facility Design
Raise
Calgary, AB
- $150,000 to $165,000 CAD / year
- Full-time
Reporting to the Manager, Project Engineering, the Lead Engineer, Facility Design is a senior engineering role responsible for supporting transmission facility design and connection…
Added 7 mins ago
OC
Regional Manager - G.E. Booth Water Resources Recovery Facility
Ontario Clean Water Agency
Mississauga, ON · OCWA - GE Booth WWT
- Full-time
…incineration, and technical services for the Agency’s largest client, the Region of Peel in order to support, enable and ensure effective operational effectiveness, efficiencies, safety,…
Added 7 mins ago
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Senior Operations Manager
Ontario Clean Water Agency
OCWA - Sanofi
- Full-time
…to lead and inspire a dynamic team in the provision of safe, client oriented, and valuable water management services in the province of…
Added 7 mins ago
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113-26: Assistant Site Manager Employment Services
Costi
Brampton, ON · Mississauga, ON · Toronto, ON · Vaughan, ON
- Full-time
This role is responsible for ensuring that frontline teams deliver consistent, high‑quality, client‑centered services in alignment with COSTI’s service standards, contractual obligations,…
Added 27 mins ago
F
Senior Contracts Manager
Fluor
Calgary, AB
- Full-time
The Senior Contracts Manager provides strategic leadership and oversight for complex, high-value contracts across diverse commercial structures, including lump sum, reimbursable cost, and…
Added 41 mins ago
NS
Pharmacist - Pharmacy Services
Nova Scotia Health Authority
Kentville, NS
- Full-time
Reporting to the Manager, Pharmacy Services, the Pharmacist works within an inter-professional and collaborative team to deliver holistic, comprehensive, healthcare services in a…
Added 42 mins ago
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Information Security Specialist
TD
Mississauga, ON · Toronto, ON
- Full-time
Develop on-going Technology Risk reporting, monitoring key trends and defining metrics to regularly measure control effectiveness for own area
Added 42 mins ago
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Manager, GTS Risk & Control Shared Services Testing
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Markham, ON · Toronto, ON
- Full-time
Reporting to Senior Manager, the successful candidate will be responsible for planning, executing, reviewing and reporting on control testing activities to assess the design and operating…
Added 56 mins ago
MB
Coordinator, Marketing
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Montreal, QC
- Full-time
Reporting to the Brand Marketing and Communications Manager, the International Marketing Coordinator will be responsible for supporting the Manager in delivering and coordinating the…
Added 56 mins ago
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Manager, Commercial Assurance (Calgary)
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Calgary, AB
- Full-time
Demonstrated experience leading complex client engagements from planning through reporting.
Added 56 mins ago
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Finance Manager
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
This position is responsible for managing high level financial and budgetary analysis and reporting for VP Finance & Operations (VPFO). This position will provide direction and expertise on…
Added 56 mins ago
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Ecommerce Specialist
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Oshawa, ON
- $70,000 to $80,000 CAD / year
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Maintain operational reporting and collaborate with the Digital Marketing & eCommerce Manager on website improvements and digital initiatives.
Added 56 mins ago
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Co-op: IT and Engineering
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Co-op: IT and Engineering
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Co-op: IT and Engineering
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Co-op: IT and Engineering
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Added 57 mins ago
Site Quality Lead - Travel Canada (m/f/d)
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AB
Manages Site NCRs, escalating critical & lingering issues to Site Management, Quality Manager, Client & General Contractor as required
Added 57 mins ago
Site Quality Lead - Travel Canada (m/f/d)
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AB
Manages Site NCRs, escalating critical & lingering issues to Site Management, Quality Manager, Client & General Contractor as required
Added 1 hour ago
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Senior Listings Manager (Legal), TSXV
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Vancouver, BC · Greater Vancouver Metropolitan Area
- $130,000 to $150,000 CAD / year
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Reporting to the Director in the Listings department of TSX Venture Exchange (TSXV), as a client-facing representative of TSXV’s Listed Issuer Services Department. TSXV is part of TMX…
Added 1 hour ago
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Project Manager (Heavy Civil)
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Added 1 hour ago
CB
Business Development Manager
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Vancouver, BC
- Full-time
The Business Development Manager is responsible for driving strategic growth across all CapWest Group of Companies entities, including but not limited to Forming, Pumping, Framing, Exterior…
Added 1 hour ago
CB
Chief Estimator - CapWest
CapWest Build
Vancouver, BC
- Full-time
Ensure all bids and submissions meet client, contractual, bonding, insurance, prequalification, and regulatory requirements for each CapWest entity.

High Net Worth Planner

Vancouver, BC, Canada

$115,600 - $163,200 CAD · Full-time

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Job details

Pay: $115,600 - $163,200 CAD
Job type: Full-time
Apply by: Oct 31, 2026
Experience: Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
Posting language: English
Posted: Oct 6, 2026

Original job description

Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$115,600 - $163,200 CAD

TD 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:

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. Specifically, the High-Net-Worth Planner has accountability for:

a) Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth; b) Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and c) Executing TD Wealth's high net worth strategy.

The High-Net-Worth Planner is an experienced practitioner and technical expert, whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required as SMEs for estate or tax planning.

Key responsibilities include:
· Working effectively to develop and maintain good relationships with TD Wealth advisors and relationship managers as well as their business leaders within TD Wealth Management
· Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
· Carrying out independent research to ensure all of a client’s key issues (retirement, tax, estate planning) are addressed and keeping abreast of relevant wealth planning (retirement, tax, estate planning) developments
· Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
· Diligently tracking and reporting on a regular basis, the outcome of wealth plans delivered and new business generated
· Working closely and assisting other WAS team members with preparing comprehensive wealth plans
· Proactively promoting PWM Partners and Services
· Participating in client meetings and delivery of client educational seminars as needed
· Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
· Carry out other tasks and duties as assigned by manager from time to time

Qualifications/Skills/Experience:

Undergraduate degree
Advanced professional degree (CPA or LL. B)
Certified financial planning designation an asset (Financial Planning Title delivered by the IQPF)
Tax knowledge and expertise on holistic financial planning
Minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution
A self-starter with the ability to work independently and to provide high quality services to clients.
Excellent people and relationship building skills
Strong communication, presentation, time management, and organizational skills
Computer literacy (Word, Powerpoint, Excel, etc.)

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/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental 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, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
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!

Language Requirement (Quebec only):

Sans Objet

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More about this job

Responsibilities

The High Net Worth Planner provides customized tax, estate, and wealth planning guidance to high-net-worth clients while supporting advisors with business development. They are responsible for preparing comprehensive wealth plans, conducting independent research, and fostering strong relationships with internal partners.

Requirements

Candidates must hold an undergraduate degree and an advanced professional designation such as a CPA or LL.B. A minimum of 10 years of personal tax experience in a law firm, accounting firm, or financial institution is required.

Skills

Financial planning
Tax planning
Estate planning
Wealth management
Business development
Relationship management
Client advisory
Communication
Presentation
Time management
Organizational skills
Computer literacy
Research
Strategic planning

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

High Net Worth
Wealth Management
Tax Planning
Estate Planning
CPA
LL.B
Financial Planning
Private Wealth Management
Business Development
Retirement Planning
Client Relations
Financial Institution
Accounting
Law Firm
IQPF
Wealth Advisory Services
Strategic Planning
Relationship Management
Financial Analysis
Portfolio Management

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