Accounting & Finance

Business Succession Advisor, Private Wealth

TD

Vancouver · Metro Vancouver Regional District · Canada

TD Private Wealth Management seeks a seasoned Business Succession Advisor in Vancouver, BC, to provide specialized business owner and succession planning guidance within Private Wealth Management. You’ll help high-net-worth clients evaluate, prepare for, and implement transitions while strengthening relationships with Investment Advisors and Relationship Managers.

As a recognized tax and planning specialist, you’ll coordinate with professionals across tax, estate, corporate finance, and law to

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Reference: WJ-3875_13176344

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