Business Succession Advisor - Jobs in Montréal

Job Description

Hours 37.5Workplace Model OnsitePay DetailsWe #39;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.Department OverviewTD 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. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work. Job DetailsAre you passionate about aiding TD advisors across the Wealth businesses to deliver high-value customized mentorship on tax, retirement, estate and overall wealth planning to High Net Worth (HNW) and Ultra HNW clients If so, then apply for the position of Business Succession Advisor. In this role, you will:•Prepare customized wealth plans on a timely basis based on information obtained directly from relationship managers and other advisors •Carry out independent research to ensure client #39;s key issues (retirement, tax, estate planning) are addressed •Identify, anchor, introduce and follow up on opportunities for complementary business and solutions •Promote and offer the full suite of tax and estate products, services and banking capabilities •Diligently track and report on a regular basis, the outcome of wealth plans delivered, and new business generated •Stay ahead of emerging issues, trends and evolving regulatory requirements and assess potential risks and impact •Partake in client meetings and client education seminars while serving as a source of expert advice •Demonstrate a dedication of delivering excellence in client service with every interaction by suggesting and participating in operational improvement opportunities •Build a culture of risk management and control, supported by effective processes •Participate fully as a member of the team, support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank; lead motivate and build relations with internal and external partnersJob Requirements•Undergraduate degree with minimum 10 years of personal tax experience gained at a law firm, accounting firm or financial institution •Advanced professional degree such as Certified Accountant (CA) or Law Degree (LL. B/JD) •Certified Financial Planner (CFP) or related designation an asset •Tax knowledge and expertise on holistic financial planning •Completion of In-depth Tax course, Levels 1 and 2 or Masters of Tax is a strong asset •A dynamic leader with robust team management skills to work with a team and handle multiple priorities in a fast-paced environmentProficiency in Other than French This position requires proficiency in a language other than French to support or deal with employees who require services and support in a language other than French.Additional Information This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French.Company Overview Our ValuesAt TD we #39;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 PriorityA caring and 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, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total 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 #39;re more likely to do their best.Our Total Rewards PackageOur 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, visionamp; mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.How We WorkAt 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 #39;ll always have access to the TD community and experience our culture of care.Who We AreTD is one of the world #39;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 a customer obsessed organization, and we are 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 #39;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 #39;re here to support you towards your goals. As an organization, we keep growing - and so will you.Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we #39;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 #39;re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.How We #39;re Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That #39;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 #39;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.AccommodationYour accessibility is important to us. Please let us know if you #39;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!