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Tax Estate Planner at TD Bank - ApplyBlast

Tax Estate Planner

TD Bank

4 months ago

Edmonton, Alberta

Onsite

Full Time

Senior

0 applicants

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About this role

The Tax and Estate Planner at TD Wealth provides sophisticated, holistic financial planning solutions to high-net-worth clients within a specific territory. This technical specialist focuses on tax-efficient estate planning, wealth protection, and US cross-border issues while collaborating with external partners to create integrated wealth management strategies.

Responsibilities

Develop comprehensive tax and estate plans for high-net-worth clients.
Identify and execute actionable planning outcomes to grow private wealth business.
Collaborate with accountants and lawyers to integrate specialized strategies.
Conduct in-depth client discovery to deliver holistic wealth solutions.
Foster team knowledge through mentoring and internal learning initiatives.

Skills

Qualifications

LLB DegreeLLM DegreeJD DegreeCICA In Depth Tax CertificateMasters in Taxation

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).