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-effective 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.

#J-18808-Ljbffr

📌 Tax Estate Planner at TD Wealth (Edmonton)
🏢 TD Bank
📍 Edmonton