Elevate your career with TD Wealth as a Tax Estate Planner in Edmonton, Alberta. This role focuses on high-net-worth planning solutions and delivering a premier client experience.
As a Tax Estate Planner with TD Private Wealth Management, you will provide strategic financial planning for high-net-worth clients in Edmonton. Your expertise will cover estate planning, tax-productive strategies, and philanthropic opportunities. You will collaborate with a team of specialists to integrate seamless wealth management plans, ensuring optimal client satisfaction and growth for the PWM business.
Key Responsibilities:
• Offer comprehensive tax and estate planning solutions
• Collaborate with wealth advisory partners when necessary
• Conduct in-depth client needs discovery sessions




• Enhance the client experience with actionable planning outcomes
• Champion community engagement and charitable initiatives
Requirements:
• Professional legal designation (LLB, JD, or equivalent)
• Willingness to pursue CICA In Depth Tax course
• Minimum 10+ years of relevant wealth planning experience
• Strong client service orientation
• Proven team collaboration and communication skills
Utilize your tax and estate planning expertise to enhance client services at TD Wealth in Edmonton.
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📌 Tax Estate Planner at TD Wealth (Edmonton)
🏢 TD Bank
📍 Edmonton