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:
Qualified legal designation (LLB, JD, or equivalent)
Willingness to pursue CICA In Depth Tax course
Minimum 10+ years of relevant wealth planning experience
Robust 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