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-efficient 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 solutionsCollaborate with wealth advisory partners when necessaryConduct in-depth client needs discovery sessionsEnhance the client experience with actionable planning outcomesChampion community engagement and charitable initiativesRequirements:Skilled legal designation (LLB, JD, or equivalent)Willingness to pursue CICA In Depth Tax courseMinimum 10+ years of relevant wealth planning experienceStrong client service orientationProven team collaboration and communication skillsUtilize 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