Td Bank Business Succession Advisor Canada, Ontario, Toronto 18007005
CUSTOMER
Demonstrate our commitment to being a client-centric organization that puts clients first by ensuring a legendary Client Planning Experience is provided during every client interaction to maximize retention and growth
Provide the client with wealth planning advice on all facets of business owner and succession planning
Prepare customized wealth plans independently on a timely basis based on information obtained directly from relationship managers/advisors
Carry out independent research to ensure all of a client’s business planning issues are addressed and keep abreast of relevant tax, estate and business planning developments
Participate in client meetings and delivery of client educational seminars as needed
Build an external network of professionals to support client requirements in specialized areas such as tax, valuations, corporate finance and law
SHAREHOLDER
Plan, recommend and implement a strategy to deliver industry leading Business Planning solutions to support the growth of PWM/Commercial Bank
Deliver Business Succession Planning solutions in a manner that is compliant with regulations, policies and procedures
Proactively spot, anchor, introduce and follow up on opportunities for complimentary businesses and solutions
Execute on TD Wealth's high net worth strategy
Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Ensure appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBG
Diligently track and report on a regular basis, the outcome of wealth plans delivered and new business generated
Develops and implements sales strategies to proactively attract, acquire and retain clients, sales opportunities and referrals, to increase profitability and enable TD Wealth growth
Promote and offer full suite of products, sales, services and banking capabilities for business transition
Protect the interests of the TD Bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Actively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirements
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Support our corporate responsibility and citizenship objectives through community and charity involvement
EMPLOYEE / TEAM
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Work effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management
Provide thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand ambassador for WAS and the bank, both internally and/or externally
BREADTH & DEPTH
Recognized as an expert in tax/business owner planning and succession planning services
Serve as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts
Work within general policies and industry guidelines
Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context
EXPERIENCE & EDUCATION
Undergraduate degree
Advanced professional degree (CA, LL.B/JD, etc)
Certified financial planning designation an asset (CFP, Pl. Fin, etc.)
Tax knowledge and expertise on all facets of succession and transition planning
Completion of the In-depth Tax course, levels 1 & 2 or Masters of Tax is a strong asset and/or
Minimum 10 years of practical experience
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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