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Added 2 mins ago
AG
Gestionnaire de performance, Search
Adelphi Group
Montreal, QC
- Full-time
Added 2 mins ago
AG
Media Solutions Specialist
Adelphi Group
Toronto, ON
- Full-time
…holistic spend tracking and spend forecasts for Executive level reporting – with extensive use of Excel &…
Added 2 mins ago
AG
Gestionnaire de performance, Social
Adelphi Group
Montreal, QC
- Full-time
Added 2 mins ago
AG
Senior Vice President, Finance
Adelphi Group
Toronto, ON
- Full-time
We are seeking an SVP, Finance to serve as a strategic business partner to agency leadership and provide financial and operational leadership across Omnicom Public Relations, Canada,…
Added 2 mins ago
AG
Manager, Client Reporting
Adelphi Group
Toronto, ON
- Full-time
Weber Shandwick's Toronto office has a unique opportunity for a detail-oriented Manger, Client Reporting. This role is responsible for working within account teams to provide support to…
Added 2 mins ago
AG
Senior Financial Analyst
Adelphi Group
Toronto, ON
- Full-time
This is a position within the Finance Department. This position is part of a growing financial analysis team responsible for the accounting and financial duties required to support the…
Added 2 mins ago
AG
Senior Financial Planning & Analysis Analyst
Adelphi Group
Toronto, ON
- Full-time
The role of Senior Financial Planning & Analysis Analyst handles the planning and monthly financial management process for one Omnicom Media agency. The role is responsible for identifying,…
Added 2 mins ago
AG
Manager, Media Relations
Adelphi Group
Toronto, ON
- Full-time
Operational & Financial Discipline: Strong organizational skills with experience tracking project budgets, managing deliverables to tight deadlines, and maintaining detail-oriented…
Added 2 mins ago
AG
Buyer, Integrated Investments
Adelphi Group
Toronto, ON
- Full-time
…their buying group, as well as prepare or assist the Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media…
Added 2 mins ago
AG
Client Budget Manager
Adelphi Group
Toronto, ON
- Full-time
We are looking for a Budget Project Manager to lead account management responsibilities and nurture client relationships. This opportunity is for someone who is excited to own all steps…
Added 2 mins ago
Manager, Laboratory (Clinical Pathology)
Health Sciences North
Sudbury, ON
Prepare reports (e.g. financial, statistical, and quality management).
Added 2 mins ago
Manager, Corporate Reporting
Health Sciences North
ON · Sudbury, ON
Plan, lead and oversee HSN’s corporate accounting and financial reporting functions, ensuring the timely and accurate preparation, analysis and integrity of financial information in…
Added 2 mins ago
Finance Clerk
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Manager, Revenue & Accounts Receivable.
Added 2 mins ago
Manager, Laboratory (Clinical Pathology)
Health Sciences North
Sudbury, ON
Prepare reports (e.g. financial, statistical, and quality management).
Added 2 mins ago
Coordinator
Health Sciences North
Sudbury, ON
Under the general direction of the Clinical Manager, Regional Outpatient Geriatric Medicine Service.
Added 2 mins ago
Manager, Corporate Reporting
Health Sciences North
ON · Sudbury, ON
Plan, lead and oversee HSN’s corporate accounting and financial reporting functions, ensuring the timely and accurate preparation, analysis and integrity of financial information in…
Added 2 mins ago
Coordinator, Regional Outpatient Geriatric Medicine Service
Health Sciences North
Sudbury, ON
Under the general direction of the Clinical Manager, Regional Outpatient Geriatric Medicine Service.
Added 2 mins ago
AG
Buyer
Adelphi Group
Toronto, ON
- Full-time
…their buying group, as well as prepare or assist the Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media…
Added 2 mins ago
AG
Senior Performance Media Manager, Investment
Adelphi Group
Toronto, ON
- Full-time
Critical Mass is hiring a Senior Performance Media Manager, Investment to join our growing team. As the Senior Performance Media Manager, Investment, you are responsible for leading the…
Added 2 mins ago
UO
Manager of Accreditation and Program Evaluation – UGME
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Responsible for reporting of accreditation results and tracking of resolution activities for both interim and full accreditation
Added 2 mins ago
UO
Intermediate Specialist, Finance
University of Ottawa
Ottawa, ON · Social Sciences Building
- Full-time
Financial Operations: Oversees the financial administration of operational funds, specialized funds and revenue-generating activities within the faculty. Monitors revenues, expenditures,…
Added 2 mins ago
NC
Financial Analyst - Financial Reporting Systems
NAV CANADA
Ottawa, ON
- Full-time
The Financial Analyst-Financial Reporting Systems serves as a subject matter expert, ensuring their effective design, governance, and ongoing optimization. The role provides functional and…
Added 2 mins ago
AG
Gestionnaire de projets budgétaires
Adelphi Group
Montreal, QC
- Full-time
Added 5 mins ago
Bilingual Manager, Translation Services
Municipal and Northern Relations
Winnipeg, MB
Reporting to the Executive Director of the Francophone Affairs Secretariat, the incumbent is responsible for the financial and human resources required for the highly specialized operations…
Added 17 mins ago
HH
Research Development and Innovation Specialist
Hamilton Health Sciences
Hamilton, ON
- Full-time
…mission of supporting HHS’ Research and Innovation strategy. Reporting to the Manager of Research Development, Innovation and Partnerships, the Research Development and Innovation…

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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