Job Summary

Work Location: Oakville, Ontario, Canada Hours: 37.5 Pay Range: $115,600 - $163,200 CAD Key Responsibilities

Deliver high‑value customized guidance on tax, estate and overall wealth planning to high net worth (HNW) and ultra‑high net worth (UHNW) clients of TD Wealth. Provide professional financial, tax and estate planning support and solutions to qualifying TD Wealth clients. Assist advisors and relationship managers with business development, opportunity spotting and revenue generation. Execute TD Wealth’s high net worth strategy and act as a subject‑matter expert for estate or tax planning in partnership with Wealth Advisory Services. Develop and maintain strong relationships with TD Wealth advisors, relationship managers and business leaders. Prepare customized wealth plans based on information from HNW clients and their relationship managers. Conduct independent research to ensure all client retirement, tax and estate issues are addressed and stay cur...