Director, Tax & Wealth Planning - UHNW Director, Tax & Wealth Planning - UHNW …

TD Bank Group
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Competitive
TD Bank Group
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Competitive
Director, Tax & Wealth Planning - UHNW
Company Overview

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Department Overview

TD Wealth - Private Wealth Management is looking to expand their wealth management offering by increasing their presence in the Canadian market, specifically with Ultra High Net Worth (UHNW) clients and families. To help us achieve our vision, we are looking for an expert who specializes in tax and wealth planning for the UHNW market. The identified candidate will have a thorough understanding of the unique needs of UHNW clients and a proven track record of building strong relationships.

Job Description

The Director, Tax and Wealth Planning, provides financial and tax and estate planning support to Ultra High Net Worth clients and their families.

Key Responsibilities:
  • Prepare comprehensive wealth plans and ensure client issues such as cash and credit management, tax and estate planning are addressed
  • Gain a deep understanding of and manage relationships with TD's UHNW clients, their families, and family offices
  • Act as an expert on complex topics important to UHNW clients including: wealth transition, family governance, estate planning, trusts, tax planning, alternative investments, restricted stock, complex accounts, managed accounts, philanthropy, and asset safety
  • Identify key issues and trends for family offices and their clients. Proactively leverage ideas, insights and relationships to improve the experience of UHNW clients and family offices
  • Proactively spot, introduce, and follow-up on opportunities for complementary businesses and solutions
  • Play a key role in the strategic conception, ongoing development, and successful execution of the UHNW strategy and Family Office model
  • Participate in and deliver client educational seminars as needed
  • Carry out research and stay up-to-date on relevant wealth planning trends


Requirements

  • 15+ years of experience in client services, relationship management, and business development
  • Advanced tax knowledge and expertise on holistic financial planning; and expert in tax planning and structure for the UHNW sector
  • Proven track record of successfully working with UHNW clients, and experience working in a Private Bank or Family Office
  • Experience building, growing, and managing and servicing a book of business
  • Ability to relate to diverse group of stakeholders and capable of working alongside existing external advisors and Family Office personnel
  • High achiever with entrepreneurial spirit, who is highly motivated and can develop and execute innovative solutions
  • Deep understanding of importance of discretion and need for confidentiality
  • Advanced professional degree - CPA, CA or LLB
  • The following additional certifications/degrees are an asset: CFP, CFA, MBA, JD, and FEA


Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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