Estate Planning Advisor (Insurance) (Montreal)

Estate Planning Advisor (Insurance) (Montreal)

19 Oct
|
The Toronto-Dominion Bank (Canada)
|
Montreal

19 Oct

The Toronto-Dominion Bank (Canada)

Montreal

Job Description At TD Wealth Private Wealth Management (PWM), we work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners to help them achieve what matters most. We deliver tailored wealth strategies that align with each client's unique goals, priorities, and legacy aspirations. As part of this offering, Wealth Insurance Services plays a critical role in helping clients preserve, protect, and transition wealth through sophisticated insurance and estate planning solutions. By leveraging leading insurance products and advanced tax-effective strategies, we help clients address complex financial, business succession, and estate planning needs with confidence. The Opportunity As a Estate Planning Advisor (Insurance), you will partner with some of the firm's most affluent clients, providing expert insurance guidance as an integral component of their overall wealth strategy. You will collaborate closely with Private Bankers, Investment Advisors, Financial Planners, and Estate Planning professionals to uncover opportunities, develop customized solutions, and deliver exceptional client outcomes. What You’ll Do Develop sophisticated insurance and wealth

📌 Estate Planning Advisor (Insurance) (Montreal)
🏢 The Toronto-Dominion Bank (Canada)
📍 Montreal

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