TD Bank
Job title:
Tax Estate Planner
Company
TD Bank
Job description
Company Overview
Our Values
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.
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. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Department Overview
TD Wealth Private Wealth Management is one of Canada’s largest Wealth Management companies. We provide a unique suite of fully integrated Banking, Investment, Insurance and Estate & Trust solutions to high net worth and ultra-high net worth individuals. We take a unique and collaborative approach to discovering what our client’s financial needs and priorities are and connect them with a core team of TD Specialists who can contribute their expertise – everything from retirement income planning, business succession and philanthropy, to tax planning, estates and trust and credit solutions. Helping clients discover and achieve what truly matters to them.
Wealth Advisory Services, as part of TD Private Wealth Management, is a one-stop shop of expertise for our Advisors in the field. This group of experts allows us to better serve our HNW and UHNW clients through the coordination and integration of specialist teams for our client-facing Advisors in PWM.
Job Requirements
- Professional legal designation required (LLB, LLM, JD)
- Completion of CICA In Depth Tax course, levels 1 & 2 or Masters of Tax is required
- Certified financial planning designation is an asset (CFP, F. Pl.)
- Strong passion and focus on delivery of a first-class wealth planning experience
- A minimum 10+ years of wealth planning experience gained through client contact or in a technical advisory role to advisors, coupled with investment industry knowledge
- Estate and tax planning expertise
- Knowledge and experience working on advanced financial planning issues
- Client service focused and oriented
- A self-starter who is results oriented and gets things done on time and who works effectively and collaboratively in a team environment
- Strong communication, presentation, time management, organizational skills, and work ethic
Hours
37.5
Job Details
The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net worth planning solutions to qualifying clients of PWM, assisting with the growth of the PWM business through actionable planning outcomes, and positively affecting the client experience through impact and influence, as well as being a steward of our Private Wealth Management value proposition.
The Tax and Estate Planner is a technical specialist, with expertise focused on tax and estate planning. He/she should be able to cover all aspects of a financial plan and utilize Wealth Advisory Services partners (Accountants, Lawyers, Business Succession Planners) when required as subject matter experts.
Tax and estate planning for executive clients that focuses on:
- Creating a tax-efficient estate plan;
- Retirement planning (tax planning, enhancing retirement income);
- General tax planning (stock option planning, education funding, income splitting);
- Protecting and increasing wealth;
- Philanthropic planning; and US cross border issues.
Job Duties Include:
- Delivering a legendary Wealth Client Experience to High Net Worth clients, including:
- Helping clients achieve their financial objectives and peace of mind through advanced wealth planning focused on providing tax and estate guidance and support.
- Conducting an in-depth discovery of client’s needs and addressing through a holistic Wealth Plan.
- Identifying referral opportunities and coordinating the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan.
- Working proactively with direct manager to develop improved client experience, operational and Practice Management practices, and overall personal development.
- Participating in the local community and supporting TDBG charity and community initiatives.
- Fostering and contributing to a positive and constructive work environment.
- Helping to increase the overall planning knowledge of the team through informal learning, lunch & learns and other learning activities.
- Demonstrating leadership and supporting the employee experience.
Workplace Model
Hybrid
Inclusiveness
Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
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.
How We’re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
Business Line
TD Wealth
Job Category – Primary
Wealth Management
Job Category(s)
Wealth Management
Job Family
Wealth Advisory Services
Time Type
Full Time
Employment Type
Regular
Pay Details
We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.
Careers Web Site Cities
Canada-Nova Scotia-Halifax
Expected salary
Location
Halifax, NS
Job date
Wed, 20 Dec 2023 01:35:07 GMT
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