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Added 18 mins ago
CH
Hotel front office manager
Chelsea Hotel Toronto
Toronto, ON
- From $68,000 CAD / year
- Full-time
- On-site
Added 1 hour ago
HW
Financial Controller
H.C. Winter Search
Brampton, ON
- Full-time
…take ownership of financial reporting, accounting operations, tax compliance, treasury and financial controls across our growing North American…
Added 4 hours ago
TO
Development Manager
Town of Sylvan Lake
Sylvan Lake, AB
- Full-time
Added 5 hours ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- Full-time
Sell ADP’s small business solutions (payroll, tax, HR, benefits) to organizations with 1–49 employees through inside sales, phone outreach, and virtual meetings.
Added 7 hours ago
A
Accounting assistant
Archer
Quebec, QC
- Full-time
Reporting to the Accounting Manager, this position provides analytical and operational support essential to the smooth running of the accounting department. It involves carrying out all…
Added 7 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 7 hours ago
KM
Senior Tax Associate
KF Matheson Investment Holdings
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Tax, the Senior Tax Associate will be an integral part of the Finance team and will be responsible for supporting tax compliance, reporting, planning…
Added 8 hours ago
TI
Retail Floor Team Member - Whitby (Part-Time)
Talize Inc / Recycling Rewards
Whitby, ON
- Part-time
Handle register transactions accurately, including refunds, exchanges, and tax exemptions.
Added 9 hours ago
CS
Payroll Specialist- Hybrid
Cogir Senior Living
Kelowna, BC · Northwood
- Full-time
…maintaining employee payroll records, ensuring compliance with tax legislation and employment standards, and providing high-quality support to employees and internal stakeholders. This…
Added 9 hours ago
TM
Senior Manager, Tax
Trekor Metals Limited
Vancouver, BC · Corporate Office, Vancouver, BC
- Full-time
Reporting to the Director of Finance and Treasury, the Senior Tax Manager is a senior finance professional responsible for leading the organization's tax function and supporting broader…
Added 10 hours ago
A
Outside Field Sales Representative (Small Business Solutions)- (Bilingual: English & Cantonese/Mandarin)
ADP
Mississauga, ON
- Full-time
Drive new business growth by selling ADP’s cloud‑based HCM solutions (payroll, HR, tax, benefits) to small businesses (1–49 employees) through field and virtual sales.
Added 12 hours ago
KG
Multi-Family Junior Property Accountant (Toronto)
Kipling Group
Toronto, ON
- Full-time
Analyze and prepare tenant operating and real estate tax escalations for assigned properties’ monthly payment and annual adjustment;
Added 12 hours ago
KG
Commercial Property Accountant
Kipling Group
Toronto, ON
- Full-time
Analyze and prepare tenant operating and real estate tax escalations for assigned properties’ monthly payment and annual adjustment;
Added 13 hours ago
EC
CAN- Administrative Specialist- Part Time- Vancouver
Encore Canada
Vancouver, BC
- Part-time
…with policy and document retention time frames. Reports to the Manager Admin…
Added 14 hours ago
EG
CAN- Administrative Specialist- Part Time- Vancouver
Encore Global
Vancouver, BC
- Part-time
…with policy and document retention time frames. Reports to the Manager Admin…
Added 16 hours ago
VV
Class A CDL Driver
Veritable Vegetable
SK
- Full-time
Collaborates with the company’s Finance Department to support accurate payroll processes; collaborates with the company’s Training Manager on planning and execution of staff trainings.
Added 17 hours ago
CI
School Secretary/Office Manager
Catholic Independent Schools Vancouver Archdiocese (CISVA)
Vancouver, BC
- Full-time
If you live outside of the Greater Vancouver Area, learn more about on your next tax return on the Government of Canada website.
Added 19 hours ago
SC
Payroll Administrator
Savaria Corporation
Brampton, ON
- $65,000 to $85,000 CAD / year
Assures compliance with regulatory agencies, rules and regulations as they relate to payroll processing (i.e. garnishments, withholdings, payroll tax requirements, etc.)
Added 21 hours ago
R
Senior Manager, Scientific Research and Experimental Development
Ryan
Mississauga, ON
- Full-time
The Scientific Research and Experimental Development (“SR&ED”) Senior Manager (“Senior Manager”) is responsible for assisting clients in identifying and claiming SR&ED tax credits and then…
Added 23 hours ago
OF
Trust Accountant
Olympia Financial Group Inc
AB
- Full-time
Prepare trust tax filings (including T3 returns) and liaise with external auditors and tax preparers to support annual audit engagements.
Added 23 hours ago
OF
Trust Accountant
Olympia Financial Group Inc
Calgary, AB
- Full-time
Prepare trust tax filings (including T3 returns) and liaise with external auditors and tax preparers to support annual audit engagements.
Added 23 hours ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Ensure compliance with all regulatory, tax, charitable, and funder reporting requirements
Added 23 hours ago
CI
Intermediate Accountant
Cotecna Inspections
Burnaby, BC
- $60,000 to $65,000 CAD / year
- Full-time
Tax Support: Support provincial tax authorities, the CRA, and coordinate with subcontractors for tax- related documentation and preparation.
Added 23 hours ago
BC
Marketing Manager
Boast Capital LP
Vancouver, BC · Toronto, ON
- $110,000 to $130,000 CAD / year
…streamlined, scalable engine for growth. By combining deep tax expertise with our purpose-built AI, Boast helps clients capture the full value of their R&D, organize the evidence behind it,…
Added 23 hours ago
Manager, Client Services
FNF Canada
Mississauga, ON
…provider to financial institutions around mortgage processing, tax and appraisal services. We pride ourselves on our relentless focus on enhancing the value of our services to our clients…

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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