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High Net Worth Planner, TD Private Wealth Management

London, ON, Canada

Pay: $115,600 - $163,200 CAD
Job type: Full-time
Apply by: Sep 28, 2026
Experience: Minimum 10 years of relevant experience, preferably gained through a law firm or accounting firm
Posting language: English
Posted: Sep 24, 2026

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Original job description

Work Location:

London, Ontario, 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:

TD Wealth, Private Wealth Management (PWM) provides High Net Worth & Ultra High Net Worth (UHNW) clients with holistic discovery and customized wealth planning advice and solutions. Based on a commitment to discovering and achieving what truly matters to each client, PWM leverages an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs.

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:

Providing professional financial, tax and estate planning support and solutions to qualifying clients of TD Wealth;
Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and
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 LLB) preferred
Certified Financial Planner Designation, or willingness to obtain the designation within 18 months
Tax knowledge and expertise on holistic financial planning
Minimum 10 years of relevant experience, preferably gained through a law firm or accounting firm
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
Experience using CCH FP Solutions and Voyant
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

Develop customized wealth plans for high-net-worth and ultra-high-net-worth clients, addressing their tax, estate, retirement, and broader financial planning needs. Partner with advisors and wealth specialists to identify business opportunities, support client meetings and education, track outcomes, and deliver services while managing costs and risk.

Requirements

An undergraduate degree is required, with a CPA or LLB preferred, and candidates must hold a Certified Financial Planner designation or be willing to obtain it within 18 months. The role calls for at least 10 years of relevant experience, strong tax and holistic financial planning expertise, relationship-building and communication skills, and experience with CCH FP Solutions and Voyant.

Skills

Holistic Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Wealth Planning
Client Relationship Building
Business Development
Opportunity Identification
Research
Communication
Presentation
Time Management
Organization
Independent Work
CCH FP Solutions
Voyant

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 Clients
Ultra-High-Net-Worth Clients
Private Wealth Management
Wealth Advisory Services
Wealth Planning
Holistic Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Certified Financial Planner
CPA
LLB
Business Development
Revenue Generation
Opportunity Identification
Customized Wealth Plans
Client Education Seminars
CCH FP Solutions
Voyant
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Risk Management

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