Join TD Wealth as a Tax Planner in Montréal, Quebec, where you will specialize in comprehensive estate planning for high-net-worth clients. Focus on maximizing tax efficiency and wealth protection. As a Tax and Estate Planner, you will be an integral part of the Private Wealth Management strategy, delivering personalized financial planning.

This role is ideal for a results-driven professional eager to make a significant impact on clients' financial journeys through expert tax planning and strategic insights. Key Responsibilities:

- Develop tax-effective estates for high-net-worth clients
- Conduct thorough client needs assessments for wealth strategies
- Facilitate teamwork among advisory partners for optimal outcomes
- Implement initiatives to enhance client satisfaction and outcomes
- Actively participate in community and charity events Requirements:
- Required legal qualification (LLB, LLM, JD)
- A minimum of 10 years in wealth strategy roles
- Experience in tax and estate planning methodologies
- Excellent organizational and communication skills
- Enthusiasm for continuous improvement and learning Deliver meaningful financial solutions and elevate client experiences as part of the TD Wealth team.

📌 Wealth Management Tax Planner at TD (Montreal)
🏢 TD
📍 Montreal