Make an impact as a High Net Worth Financial Planner at TD Wealth in Montréal, Quebec. Deliver expert tax and estate planning solutions to a diverse clientele while supporting business growth. In the Private Wealth Management division, your role directly influences high-value client relationships.

You will collaborate with advisors and relationship managers while creating customized financial strategies. Proactively identify business opportunities and contribute to the execution of TD's wealth management strategy. Key Responsibilities:

- Create and maintain solid relationships with advisors
- Prepare personalized wealth plans for HNW clients
- Research key issues in retirement and tax planning
- Track outcomes of wealth plans and business generation
- Assist in client meetings and educational sessions

Requirements:

- Advanced degree preferred (CPA or LL. B)
- At least 10 years of personal tax experience
- Robust independent working skills
- Proficient in CCH FP Solutions and Voyant
- Ability to complete Financial Planner Designation within 18 months

Utilize your financial planning prowess to enhance client experiences in this rewarding position at TD Wealth.

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