Elevate your financial planning career as a High Net Worth Planner with TD Wealth in Montréal, Quebec. Collaborate with advisors to provide tailored, comprehensive strategies for HNW and UHNW clients.
As a key member of the Private Wealth Management team, you'll utilize your expertise in tax and estate planning. This role demands robust skills in relationship building and client service as you prepare personalized wealth plans. Your research abilities will ensure client issues such as retirement and estate planning are effectively addressed.
Key Responsibilities:
• Develop and maintain relationships with TD Wealth advisors
• Prepare customized wealth plans based on client interactions
• Conduct independent research on retirement and tax planning




• Spot and track opportunities for complimentary services
• Participate in client meetings and educational seminars
Requirements:
• Undergraduate degree; CPA or LL. B preferred
• Minimum 10 years of personal tax experience
• Self-starter with strong communication skills
• Experience with CCH FP Solutions and Voyant
• Committed to completing Financial Planner Designation
Leverage your wealth planning and tax expertise to offer unparalleled service in this critical role at TD Wealth.
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📌 High Net Worth Planner at TD Wealth (Montreal)
🏢 TD
📍 Montreal