Join TD Wealth as a Tax Estate Planner based in Edmonton, Alberta, focusing on sophisticated wealth strategies for high-net-worth clients. Help create tax-efficient estate plans while collaborating with expert partners for comprehensive financial solutions.
In this specialized role within Private Wealth Management, you will address the unique needs of affluent clients, providing integrated wealth planning advice. Your focus will involve both technical expertise in tax and estate matters and fostering meaningful referrals within your network of partners. Engage in initiatives that support a positive workplace culture and elevate planning knowledge for the team.
Key Responsibilities:
• Formulate effective tax and estate planning strategies
• Conduct thorough assessments of client requirements
• Facilitate connections with wealth management partners
• Drive improvements in client experience and service delivery
• Engage in community support and charity initiatives
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