Join TD Wealth in Montréal, Quebec, as a Senior High Net Worth Planner, focusing on high-value estate and tax planning for HNW and UHNW clients. Collaborate effectively to elevate client strategies. This role within Private Wealth Management emphasizes your deep financial expertise and relationship-building skills. You'll work closely with TD advisors, develop customized plans, and ensure all pertinent financial issues are addressed. Stay updated on wealth developments to deliver effective solutions. Key Responsibilities:
- Build solid connections with TD Wealth advisors
- Customize wealth plans for each client's unique situation
- Conduct thorough research on financial planning topics
- Identify and pursue business opportunities
- Assist in client education and feedback sessions Requirements:
- Undergraduate degree; CPA or LL. B strongly preferred
- 10+ years of relevant tax experience
- Excellent communication and organizational skills
- Familiarity with CCH FP Solutions and Voyant
- Ready to pursue Financial Planner Designation Bring your strategic insight in wealth planning to enhance client relationships at TD Wealth. #J-18808-Ljbffr
📌 Senior High Net Worth Planner At Td Wealth (Montreal)
🏢 TD
📍 Montreal