Join TD Wealth in Montréal as a Senior Wealth Planner specializing in tax and estate strategies for high-net-worth clients. Drive impactful planning services in a supportive workplace.This role requires you to leverage your extensive experience in wealth planning and tax optimization. You will work closely with clients to identify their specific needs, guiding them through well-structured estate and philanthropic plans. Lead collaboration efforts with TD advisors to ensure comprehensive wealth management solutions.Key Responsibilities:Provide legendary client service to high-net-worth customersConduct in-depth assessments to develop tailored wealth plansCoordinate with advisors to implement comprehensive strategiesEngage in community support and charity initiativesContribute to team knowledge through mentoring and sharing insightsRequirements:Must possess a professional legal designationMinimum of 10+ years in wealth planningStrong foundation in estate and tax planningExcellent organizational and presentation skillsResults-driven with a collaborative mindsetUtilize your tax and estate planning expertise to elevate client experiences at TD Wealth.#J-18808-Ljbffr