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Added 29 mins ago
AG
Responsable planification de production
ACCENT-FAIRCHILD GROUP
Montreal, QC
- Full-time
We are seeking an experienced Production Planner to manage day-to-day production planning at our high-capacity manufacturing facility that operates 36 injection machines running on a…
Added 8 hours ago
SI
Project Planner/Scheduler - ITS and SCADA Systems
SICE, INC.
Windsor, ON · Greater Windsor Metropolitan Area
- Full-time
Role Description The Project Planner/Scheduler – ITS and SCADA Systems is a full-time, on-site role based in the Greater Windsor Metropolitan Area. This position is responsible for…
Added 14 hours ago
T
Business Succession Advisor
TD
Vancouver, BC
- Full-time
…gain a rewarding career and a diverse and dynamic place to…
Added 14 hours ago
T
High Net Worth Planner
TD
Vancouver, BC
- Full-time
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…
Added 16 hours ago
MA
Maintenance Operations Controller
Morningstar Air Express Inc.
Edmonton, AB
- Full-time
In conjunction with Maintenance Planning, schedule repairs of deferred maintenance items.
Added 18 hours ago
KG
Senior Maintenance Planner
Kinross Gold Corporation
Red Lake, ON
- Full-time
Ensure all work orders are fully planned and ready to be executed.
Added 19 hours ago
HH
Discharge Planner
Halton Healthcare
Georgetown, ON · Halton Hills, Ontario
- Contract
The successful candidate will work within a fast-paced environment as a collaborative team member of an interdisciplinary team, supporting in-patient units to address high priority…
Added 19 hours ago
HH
Discharge Planner
Halton Healthcare
Milton, ON
- Contract
The successful candidate will work within a fast-paced environment as a collaborative team member of an interdisciplinary team, supporting in-patient units to address high priority…
Added 19 hours ago
HR
Contract Manager / Gestionnaire de contrats
Hitachi Rail
Montreal, QC
- Full-time
Monitor schedule impacts to baseline schedule, in conjunction with Project Planner.
Added 19 hours ago
IT Business Analyst (On Call)
Okanagan College
Kelowna, BC
Be a part of a vibrant campus community, where the work you do every day truly makes a difference.
Added 20 hours ago
T
Financial Planner - Meadows
TD
AB
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and…
Added 20 hours ago
T
Financial Planner - Vietnamese Language skill preferred
TD
Calgary, AB
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice…
Added 20 hours ago
T
Financial Planner- SW, Calgary
TD
Calgary, AB
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and…
Added 20 hours ago
T
Financial Planner- Southwest, Calgary
TD
Calgary, AB
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and…
Added 20 hours ago
T
Financial Planner
TD
Grimsby, ON · Niagara Falls, ON · St. Catharines, ON · London, ON
- Full-time
…their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and…
Added 20 hours ago
CN
E&I Maintenance Planner
Canadian Natural
Fort McMurray, AB
- Full-time
Make your mark while you grow your career! As a key member of the Maintenance Team, the Electrical & Instrumentation Planner will contribute to the overall success of the Upgrading and…
Added 20 hours ago
S
Senior Project Controls Specialist, Planning & Scheduling
Stantec
Burnaby, BC
- Full-time
Our PMCM Water group is seeking a Senior Project Controls Specialist – Planning & Scheduling (Senior Planner) to join the team in a permanent, full-time position. In this role, you will…
Added 20 hours ago
HE
ELECTRICAL & INSTRUMENTATION PLANNER
HWN Energy Ltd.
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
Reporting to the Maintenance Coordinator, the E & I Planner is responsible for coordinating and supporting the safe, reliable, and efficient maintenance of company equipment and facilities,…
Added 20 hours ago
M
Corporate Event Planner
MNP
Montreal, QC
- Full-time
Make an impact with our Event Planning team as a Corporate Event Planner. This diverse team of professionals identifies innovative and creative approaches to drive engagement with internal…
Added 21 hours ago
UH
Project Manager - Digital PMO
University Health Network
Toronto, ON
- Contract
UHN’s vision is to build A Healthier World and it’s only because of the talented and dedicated people who work here that we are continually bringing that vision closer to reality.
Added 21 hours ago
B
Senior Planner/Scheduler
Brunel
Saskatoon, SK
- $90 to $110 CAD / hour
- Contract
Our client is seeking an experienced Senior Planner/Scheduler to support the planning, scheduling, execution, and reporting of underground sustaining capital and small project initiatives.…
Added 21 hours ago
TT
Shutdown Planner/Scheduler (Refinery Operations)
TWD Technologies Ltd.
Burlington, ON
- Contract
The Shutdown Planner/Scheduler is a critical technical role responsible for the end-to-end preparation, scheduling, and execution tracking of complex refinery turnarounds, pit stops, and…
Added 21 hours ago
Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)
Scotiabank
Brampton, ON
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how…
Added 21 hours ago
Financial Planner, Scotia Financial Planning - Newmarket, ON
Scotiabank
Newmarket, ON
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated…
Added 22 hours ago
Planificateur de maintenance - Maintenance Planner
GRIFOLS, S.A.
Montreal, QC
Maximizes the efficiency of maintenance work performed by ensuring that work orders have been thoroughly analyzed to determine the exact scope of the job. Ensures that the necessary…

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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