Tax Estate Planner

TD Bank

Montréal, Quebec, Canada
Base: $115,600 - $163,200 cad; bonus/equity: not s...
High net worth client experience delivery
Advanced tax and estate planning expertise
Holistic wealth plan discovery and execution
The role focuses on delivering sophisticated tax and estate planning solutions to high-net-worth clients within TD Private Wealth Management

Job Summary

  • The role focuses on delivering sophisticated tax and estate planning solutions to high-net-worth clients within TD Private Wealth Management.
  • Candidates must possess a professional legal designation such as an LLB, LLM, or JD along with over 10 years of relevant experience.
  • TD offers a competitive total rewards package including base salary, variable compensation, and comprehensive health and well-being benefits.

Matching Summary

The role focuses on delivering sophisticated tax and estate planning solutions to high-net-worth clients within TD Private Wealth Management.

Salary

Base: $115,600 - $163,200 CAD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • High net worth client experience delivery
  • Advanced tax and estate planning expertise
  • Holistic wealth plan discovery and execution

Nice-to-have

  • Strong passion for first-class service delivery
  • Collaborative team environment participation
  • Community charity initiative support

Key Requirements

  • Professional legal designation (LLB, LLM, JD) required
  • Minimum 10+ years of wealth planning experience
  • Completion of CICA In Depth Tax course levels 1 & 2 or Masters of Tax
  • CFP or F. Pl. designation is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter