Description

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not‑for‑profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals.

Responsibilities

• Delivering a legendary Wealth Client Experience to High Net Worth clients, including helping clients achieve their financial objectives through advanced wealth planning focused on providing tax and estate guidance and support.
• Conducting an in‑depth discovery of client’s needs and addressing them through a holistic Wealth Plan.
• Iden...