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 advisorsPrepare personalized wealth plans for HNW clientsResearch key issues in retirement and tax planningTrack outcomes of wealth plans and business generationAssist in client meetings and educational sessionsRequirements:Advanced degree preferred (CPA or LL. B)At least 10 years of personal tax experienceStrong independent working skillsProficient in CCH FP Solutions and VoyantAbility to complete Financial Planner Designation within 18 monthsUtilize your financial planning prowess to enhance client experiences in this rewarding position at TD Wealth.#J-18808-Ljbffr

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