Shape financial futures as a High-Net-Worth Planner at TD Wealth in Québec. Focus on providing strategic tax and estate planning services to affluent clients.
As part of the Private Wealth Management team, you will leverage over 10 years of personal tax expertise to drive personalized advice for HNW clients. The role emphasizes collaborative relationships with TD advisors and entails developing customized wealth plans that address retirement and tax issues while fostering new business opportunities.
Key Responsibilities:
• Build strong relationships with Wealth advisors and managers
• Create tailored wealth strategies for qualified clients
• Stay updated on relevant financial planning developments
• Spot and follow up on business opportunities
• Report outcomes of wealth plans delivered
Requirements:
• Undergraduate degree and advanced professional degree (CPA or LL.B)
• 10 years of personal tax experience preferred
• Commitment to achieve Financial Pla...