Tax Estate Planner in Montréal

Work Location: Montréal, Quebec, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: 115,600 $/$115,600 - 163,200 $/$163,200 CAD

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals.

The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include:

• Providing high net worth planning solutions to qualifying clients of PWM
• Assisting with the growth of the PWM business through actionable planning outcomes
• Positively affecting the client experience through impact and influence
• Being a steward of our Private Wealth Management value proposition

The Tax and Estate Planner is a technical specialist, with expertise focused on tax and estate planning. He/she should be able to cover all aspects of estate planning and utilize Wealth Advisory Services partners (Accountants, Lawyers, Business Succession Planners) when required as subject matter experts.

Tax and estate planning for high-net-worth clients that focuses on:

• Creating a tax-efficient estate plan
• Protecting and increasing wealth
• Philanthropic planning
• US cross border issues

Job Duties Include:

• Delivering a legendary Wealth Client Experience to High-Net-Worth clients
• Helping clients achieve their financial objectives and peace of mind through advanced wealth planning focused on providing tax and estate guidance and support
• Conducting an in-depth discovery of client’s needs and addressing through a holistic Wealth Plan
• Identifying referral opportunities and coordinating the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan
• Working proactively with direct manager to develop improved client experience, operational and Practice Management practices, and overall personal development
• Participating in the local community and supporting TDBG charity and community initiatives
• Fostering and contributing to a positive and constructive work environment
• Helping to increase the overall planning knowledge of the team through informal learning, lunch & learns and other learning activities
• Demonstrating leadership and supporting the employee experience

Experience and education:

• Professional legal designation required (LLB, LLM, JD)
• Willing to complete CICA In Depth Tax course, levels 1 & 2 or Masters of Tax are required
• Certified financial planning designation is an asset (CFP, F. Pl.)
• Strong passion and focus on delivery of a first-class wealth planning experience
• A minimum 10+ years of wealth planning experience gained through client contact or in a technical advisory role to advisors, coupled with investment industry knowledge
• Estate and tax planning expertise
• Knowledge and experience working on advanced financial planning issues
• Client service focused and oriented
• A self-starter who is results oriented and gets things done on time and who works effectively and collaboratively in a team environment
• Strong communication, presentation, time management, organizational skills, and work ethics

Our Total Rewards Package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.

Here at TD, we hire and develop the best. We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.