Elevate your career with TD Wealth as a Senior Tax and Estate Planner in Edmonton, Alberta. Utilize your expertise in wealth planning to assist high-net-worth clients with tax-efficient solutions and estate planning strategies.
As a key specialist in our Private Wealth Management team, you will provide tailored financial planning solutions while promoting a legendary client experience. Your role involves conducting detailed needs assessments, leveraging expertise to integrate wealth advisory strategies, and collaborating with a diverse team of professionals. Utilize your leadership skills to enhance team knowledge and contribute to a positive work culture.
Key Responsibilities:
• Deliver high-caliber tax and estate planning solutions
• Conduct comprehensive client discovery sessions
• Identify and coordinate referral opportunities with partners
• Enhance client experiences through proactive engagement
• Participate in community initiatives and charity events
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