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TD

Business Succession Advisor

TD

. Provide specialized business owner and succession planning advice within an assigned Private Wealth Management territory .

Posted 10/22/2026full-timeMississauga • CanadaSeniorLead💰 CA$115,600 - CA$163,200 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates advanced expertise in business succession and transition planning, integrating tax, estate, and wealth planning considerations to develop comprehensive strategies for high-net-worth clients. Proven ability to build trusted relationships and deliver actionable recommendations while ensuring compliance with regulatory requirements.

Highest-signal resume keywords
Advanced Tax KnowledgeBusiness Succession PlanningHigh-Net-Worth Client AdvisoryCertified Financial Planner (CFP)In-Depth Tax Program Completion

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Wealth Planning StrategiesBusiness Transition StrategiesEstate PlanningTax PlanningFinancial Objectives AssessmentCustomized Wealth PlansRisk ManagementRegulatory ComplianceBusiness DevelopmentClient Retention
Soft Skills
Strong CommunicationPresentation SkillsFacilitation SkillsTime ManagementOrganizational Skills
Certifications & Qualifications
CPA/CALLBLLMJDCertified Financial Planner (CFP)
Industry Keywords
Private Wealth ManagementHigh-Net-Worth ClientsBusiness OwnersCorporate FinanceValuation SpecialistsEstate PlanningTax RegulationsWealth Advisory ServicesClient ObjectivesCharitable Initiatives

About the role

Key responsibilities & impact
  • Provide specialized business owner and succession planning advice within an assigned Private Wealth Management territory
  • Support high-net-worth business owners as they evaluate, prepare for, and implement business transitions
  • Develop comprehensive wealth planning strategies with Investment Advisors, Relationship Managers, and internal and external professionals
  • Prepare business owners for business transition or succession
  • Integrate business, personal, tax, estate, and wealth planning considerations
  • Identify ownership and transition strategies
  • Support family, management, or third-party succession
  • Protect and preserve personal and business wealth
  • Connect clients with specialized professional advice
  • Conduct in-depth discovery of clients’ personal, family, business, and financial objectives
  • Prepare customized wealth plans
  • Research complex business planning matters
  • Participate in client meetings and present planning recommendations
  • Deliver educational seminars and presentations
  • Collaborate with TD Wealth, Commercial Banking, and other TD partners
  • Identify opportunities to introduce complementary TD products, services, and specialists
  • Support business development, opportunity identification, and client retention
  • Build and maintain a network of accountants, lawyers, valuation specialists, and corporate finance advisors
  • Ensure plans and documentation reflect client objectives and comply with policies, procedures, and regulatory requirements
  • Monitor tax, estate, business planning, and regulatory developments
  • Track planning outcomes, client opportunities, referrals, and new business
  • Share technical knowledge and best practices through mentoring and educational sessions
  • Participate in community and charitable initiatives
  • Act as a brand ambassador for Wealth Advisory Services and TD

Requirements

What you’ll need
  • Undergraduate degree
  • Advanced professional designation or degree, such as CPA/CA, LLB, LLM, or JD
  • Completion of the In-Depth Tax Program, Levels 1 and 2, or a Master of Taxation is required
  • Minimum of 10 years of relevant practical experience
  • Advanced tax knowledge and expertise across business succession and transition planning
  • Strong knowledge of business owner, corporate, estate, and wealth planning considerations
  • Experience advising high-net-worth clients, business owners, senior leaders, or professional advisors
  • Ability to assess complex information and translate it into clear, actionable planning recommendations
  • Demonstrated ability to build trusted relationships with clients, advisors, business partners, and external professionals
  • Strong communication, presentation, facilitation, time management, and organizational skills
  • A proactive, results-oriented approach with the ability to work independently and collaboratively
  • Sound judgment and the ability to identify, manage, and escalate risk appropriately
  • Certified Financial Planner designation, such as CFP or Pl. Fin., is an asset

Benefits

Comp & perks
  • Base salary
  • Variable compensation
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs
  • Regular development conversations, training programs, and access to an online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews