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Added 4 mins ago
LF
Carrier Manager
Lush Fresh Handmade Cosmetics North America
Toronto, ON
- Full-time
The Carrier Manager plays an essential role in growing talent in our business through collaboration and sharing best practices within the Logistics team. You know how to be curious about…
Added 4 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 33 mins ago
LF
Freight Manager
Lush Fresh Handmade Cosmetics North America
Toronto, ON
- Full-time
The Freight Manager plays an essential role in growing talent in our business through collaboration and sharing best practices within the Logistics team. You know how to be curious about…
Added 33 mins ago
A
Outside Field Sales Representative (Small Business Solutions)- (Bilingual: English & Cantonese/Mandarin)
ADP
Mississauga, ON
- $71,600 to $121,600 CAD / year
- Full-time
ADP is hiring an Outside Field Sales Representative (Small Business Solutions)- Bilingual: English and Cantonese/Mandarin. This role is focused on the Markham territory.
Added 33 mins ago
CC
Sales Development Manager, Relief (8-Month Contract)
Coca-Cola Canada Bottling Limited
Victoria, BC
- Contract
…customer base and driving business growth within their designated territory. They will support and cover vacations and/or long-term leave and are responsible for covering all routes within…
Added 34 mins ago
A
Banking Relationship Sales Representative (Small Business Solutions)
ADP
Burnaby, BC
- Full-time
ADP is hiring a Banking Relationship Sales Representative (Small Business Solutions). The territory covered for this role is at most 90 minutes from the ADP Burnaby location.
Added 49 mins ago
T
Senior Finance Analyst-Infrastructure & Engineering
TD
Toronto, ON
- Full-time
The successful candidate for this position will report to the Group Finance Manager. Their objective is to provide financial and business analysis and support the Infrastructure &…
Added 1 hour ago
B
Part-Time Brand Ambassador
Breville
Toronto, ON
- $20 to $24 CAD / hour
- Part-time
- On-site
…schedule set forth to best support accounts within a given territory or area. * Maintain regular and consistent schedule with punctuality, with or without reasonable accommodation * Follow…
Added 1 hour ago
B
Financial Planner
BMO
Sarnia, ON
- Full-time
Develops and implements a relationship management plan to meet the needs of client.
Added 1 hour ago
Sales Development Manager, Relief (8-Month Contract)
CONA Services
Victoria, BC
…customer base and driving business growth within their designated territory. They will support and cover vacations and/or long-term leave and are responsible for covering all routes within…
Added 1 hour ago
Sales Development Manager, Relief (8-Month Contract)
CONA Services
Victoria, BC
…customer base and driving business growth within their designated territory. They will support and cover vacations and/or long-term leave and are responsible for covering all routes within…
Added 1 hour ago
TI
Associate Account Manager - Services
Trane Italia
Saint John, NB
- Full-time
…you will assume the responsibilities of an Associate Account Manager, specializing in Systems, Services, or Controls, in a predetermined office…
Added 1 hour ago
TI
Associate Account Manager - Controls
Trane Italia
Laval, QC
- Full-time
Added 1 hour ago
TI
Account Manager, LCUR
Trane Italia
Laval, QC
- Full-time
TRANE is hiring an experienced Light Commercial Unitary Replacement (LCUR) HVAC Equipment Account Manager for our Montreal area market!
Added 1 hour ago
TI
Application Specialist - VRF
Trane Italia
Markham, ON
- Full-time
Responsible for providing VRF sales solutions that involve teaming with Account Mangers in assigned territory.
Added 1 hour ago
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Senior Director, Issuing Solutions Sales, Canada
Visa
Toronto, ON
- Full-time
…leadership, payments industry expertise, commercialization, executive relationship management, and ecosystem engagement to help Canadian issuers navigate an increasingly complex landscape…
Added 1 hour ago
KA
Outside Sales Representative
Keystone Automotive Operations
Calgary, AB
- Full-time
Manage a field sales territory with ownership and independence
Added 1 hour ago
GC
Manager, District Sales
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Burnaby, BC
- Full-time
The Manager, District Sales will be responsible for achieving sales plan and account targets.
Added 1 hour ago
O
National Accounts Director
OPENLANE
Brampton, ON · Toronto, ON · CAN - ON - Brampton (Toronto)
- $125,000 to $150,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Orleans, ON · Ottawa, ON
- Full-time
…purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations,…
Added 1 hour ago
T
Personal Banker
TD
Little Current, ON
- Full-time
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 wi
Added 1 hour ago
T
Associate, Commercial National Accounts
TD
Montreal, QC
- Full-time
The Commercial National Accounts (CNA) team provides dedicated relationship coverage to large commercial clients across diversified industrials, healthcare, food & beverage, and financial…
Added 1 hour ago
T
Manager Cash Management, Associate - Commercial Banking
TD
Vancouver, BC
- Full-time
The Associate, Manager, Cash Management is an Associate training role, focusing on developing and preparing colleagues to progress into the Manager, Cash Management role - typically within…
Added 1 hour ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Markham, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 2 hours ago
Outside Sales Representative
GNI Management Group Inc.
Toronto, ON
Closing Skills, Motivation for Sales, Sales Planning, Territory Management, Prospecting Skills, Persistence, Meeting Sales Goals

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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