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Added 4 mins ago
SC
Account Manager - Brand Communications
Sundae Creative Agency
Montreal, QC
- Full-time
…and creatives who believe the best ideas come from curious people who aren't afraid to challenge convention. We move fast, think big, and genuinely enjoy building great work…
Added 4 mins ago
SC
Account Manager - Events & Experiential Marketing
Sundae Creative Agency
Toronto, ON
- Full-time
…and creatives who believe the best ideas come from curious people who aren't afraid to challenge convention. We move fast, think big, and genuinely enjoy building great work…
Added 4 mins ago
FD
Billing Coordinator - Acton, ON - Fulltime, Permanent
Fraser Direct
Acton, ON
- Full-time
Like working with people across different teams.
Added 4 mins ago
FD
Client Service Advisor – Full-time, Permanent – Acton, ON
Fraser Direct
Acton, ON
- Full-time
This is a role for someone who takes ownership, enjoys solving problems, pays attention to the details, and likes working with people across the business.
Added 4 mins ago
FD
Client Service Coordinator – Full-time, Permanent – Acton, ON
Fraser Direct
Acton, ON
- Full-time
At Fraser Direct, reliable service does not happen by accident. It depends on people who pay attention to the details, follow through, and make sure the right things happen at the right…
Added 4 mins ago
FC
Maintenance Manager
FLEET CANADA INC
Fort Erie, ON
- $70,000 to $90,000 CAD / year
- Full-time
We are seeking an experienced Maintenance Manager to lead our Maintenance Department in supporting safe, reliable, and efficient plant operations. Reporting to the Director of Operations,…
Added 4 mins ago
FC
Assembly Manager - Aerospace
FLEET CANADA INC
Fort Erie, ON
- $75,000 to $95,000 CAD / year
- Full-time
We are seeking an experienced Assembly Manager to lead our manufacturing assembly operations for our exciting new program. This role is responsible for overseeing people, processes, and…
Added 4 mins ago
SW
Underwriting Assistant (SWG Specialty)
South Western Insurance Group
Pickering, ON
- $42,000 to $56,000 CAD / year
…some of our best ideas start from a conversation between a manager and a team…
Added 4 mins ago
SW
Intermediate Underwriter (SWG Specialty)
South Western Insurance Group
Pickering, ON
- $68,500 to $85,000 CAD / year
…some of our best ideas start from a conversation between a manager and a team…
Added 4 mins ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Shelburne, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 4 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Shelburne, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 18 mins ago
BM
Alpine Ski Coach, Race - Winter - Full/Part-Time
Blue Mountain Resort
The Blue Mountains, ON
- Part-time
…well-organized and informed manner. The Coach will also assist the Manager, Head Coach, Supervisors and Race Coordinators with all aspects of training and race day duties as…
Added 18 mins ago
BM
Race Administrator - Winter - Full/Part-Time
Blue Mountain Resort
The Blue Mountains, ON
- Part-time
…closely with the other Race Administrator, Supervisors and the Manager of Race, Head Coach. The Race Administrator will also be the point of sale representative for Race and Freestyle…
Added 19 mins ago
GP
Production Manager - Paper Bag Manufacturing
Gather Packaging
Toronto, ON · North York, ON
- $100,000 to $120,000 CAD / year
- Full-time
We are investing significantly in our people, equipment, and manufacturing processes as we work toward becoming a market leader in premium, custom-branded paper packaging for major retail…
Added 19 mins ago
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Software Development Manager - Quantum Software
Xanadu
Toronto, ON
- Full-time
Xanadu’s mission is to build quantum computers that are useful and available to people everywhere.
Added 19 mins ago
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- Full-time
As a Software Development Manager, you will employ a robust managerial toolbox to independently lead a software development team, typically supporting up to 10 direct reports. This is…
Added 19 mins ago
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- Full-time
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Toronto, ON
- Full-time
Xanadu's mission is to build quantum computers that are useful and available to people everywhere.At Xanadu, we are learners, innovators, researchers, collaborators and problem solvers. We…
Added 19 mins ago
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Technical Project Manager
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Added 19 mins ago
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Personal Support Worker- CBI
Toronto Refugee Hiring Event
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CBI Home Health supports people at home and in the community. We are one of Canada's leading specialized community services, home and integrated care providers, operating in more than 800…
Added 19 mins ago
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Senior Recruiter
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As CPA Ontario’s Senior Recruiter, reporting to the Manager, Recruitment, you'll partner with leaders across the organization to deliver full-cycle recruitment and an exceptional hiring…
Added 19 mins ago
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Digital Marketing Manager
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- Full-time
CPA Ontario is currently in search of a Digital Marketing Manager to support the organization’s digital marketing strategy, campaign execution, performance marketing initiatives and digital…
Added 49 mins ago
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Human Resources Manager
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Delta, BC
- $70,000 to $120,000 CAD / year
- Full-time
…in the regional building services sector to find a versatile People & Culture Manager. This role is designed for an operational leader who thrives on autonomy and wants to design, build,…
Added 1 hour ago
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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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