Tax & Estate Planner
TD Bank Group(21 days ago)
About this role
The Tax and Estate Planner at TD Wealth Management provides high-net-worth clients with tax-efficient estate plans, wealth protection, and philanthropic strategies, ensuring a comprehensive approach to wealth management through collaboration with specialists. The role emphasizes delivering personalized advice and supporting clients in achieving their financial goals.
Required Skills
- Estate Planning
- Tax Planning
- Wealth Management
- Financial Planning
- High Net Worth
- Estate Law
- Tax Law
- Cross Border
- Consulting
- Legal
About TD Bank Group
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