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Canada
West Vancouver
51 jobs found
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TB
Td Bank Senior Tax Analyst Private Trust Bilingual Canada, British Columbia, Vancouver
Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections and corporate income tax returns for assigned clients in a timely and accurate manner, including correspondence and fee...
Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics. Understand and determine customer needs to recommend...
Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections and corporate income tax returns (i.e., T2, T4, T5, GST) for assigned clients in a timely and accurate...
Build, maintain and expand existing customer relationships within the community while networking with local business leaders to establish strong centers of influence that will contribute to business development opportunities. Build...
Vancouver, British Columbia, CanadaPersonal & Commercial Banking$45,700 $61,000 CADSupport the frontline staff with scheduled cash and non cash transactions; resolve critical issues and report non standard matters to managementJob Requirements:High...
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services. Conduct reporting and relevant analysis using results...
Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management. Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking,...
Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections and corporate income tax returns for assigned clients in a timely and accurate manner, including correspondence and fee...
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