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 individualsConduct thorough needs assessments to create holistic plansIdentify referrals and coordinate with advisors for integrated solutionsSupport community initiatives and foster a positive environmentEnhance planning knowledge through team learning activitiesRequirements:Skilled legal designation (LLB, LLM, JD)At least 10 years of wealth planning experienceEstate and tax planning expertise requiredStrong communication and organizational skillsSelf-starter focused on results and collaborationBring your expertise in tax and estate planning and join TD Wealth's commitment to client success in Montréal.#J-18808-Ljbffr

📌 Tax And Estate Planner At Td Wealth (Montreal)
🏢 TD
📍 Montreal