Elevate your career as a Tax and Estate Planner with TD Wealth in Montréal, Quebec. Focus on high-net-worth clients to provide holistic wealth planning and tax-efficient estate solutions.
At TD Private Wealth Management, you’ll join a dedicated team aiming to enhance wealth for clients through exceptional tax and estate planning. This role demands a deep understanding of philanthropic strategies, business succession, and advanced financial planning. Collaborate with team members to create comprehensive plans that align with client objectives and needs.
Key Responsibilities:
• Deliver exceptional client experiences for high-net-worth individuals
• Conduct thorough needs assessments to create holistic plans




• Identify referrals and coordinate with advisors for integrated solutions
• Support community initiatives and foster a positive workplace
• Enhance planning knowledge through team learning activities
Requirements:
• Professional legal designation (LLB, LLM, JD)
• At least 10 years of wealth planning experience
• Estate and tax planning expertise required
• Strong communication and organizational skills
• Self-starter focused on results and collaboration
Bring your expertise in tax and estate planning and join TD Wealth's commitment to client success in Montréal.
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📌 Tax and Estate Planner at TD Wealth (Montreal)
🏢 TD
📍 Montreal