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 qualified 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