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 solid 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 advisorsPrepare customized wealth plans based on client interactionsConduct independent research on retirement and tax planningSpot and track opportunities for complimentary servicesParticipate in client meetings and educational seminarsRequirements:Undergraduate degree; CPA or LL. B preferredMinimum 10 years of personal tax experienceSelf-starter with strong communication skillsExperience with CCH FP Solutions and VoyantCommitted to completing Financial Planner DesignationLeverage your wealth planning and tax expertise to offer unparalleled service in this critical role at TD Wealth.#J-18808-Ljbffr

📌 High Net Worth Planner At Td Wealth (Montreal)
🏢 TD
📍 Montreal