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 prospects
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