Tax Estate Planner

TD

Montréal, Quebec, Canada
Base: $115,600 - $163,200 cad; bonus/equity: not s...
High net worth client planning
Tax efficient estate plan creation
Philanthropic planning expertise
The role involves delivering advanced wealth planning solutions to high-net-worth clients within TD Private Wealth Management

Job Summary

  • The role involves delivering advanced wealth 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 involves delivering advanced wealth 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 planning
  • Tax efficient estate plan creation
  • Philanthropic planning expertise
  • US cross border tax issues
  • Holistic wealth plan discovery

Nice-to-have

  • Strong passion for client experience
  • Self-starter results oriented
  • Collaborative team environment
  • Informal learning leadership

Key Requirements

  • Professional legal designation (LLB, LLM, JD) required
  • Minimum 10+ years 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