Found Description
Advance your career with TD as a Wealth Planning Specialist focusing on tax and estate planning in Edmonton, Alberta. Deliver personalized strategies to help clients protect and grow their wealth efficiently.
As part of the Private Wealth Management team, you will play a crucial role in crafting tailored financial solutions for high-net-worth clients. Responsibilities include conducting detailed client needs assessments and developing holistic wealth plans using expert advisory services. Your collaborative spirit will enhance team dynamics and foster a higher level of planning proficiency across the group.
Key Responsibilities:
• Design comprehensive tax and estate planning frameworks
• Perform in-depth client assessments to guide planning processes
• Identify opportunities for collaboration with advisory partners
• Proactively enhance overall client interaction experiences
• Engage actively in community-focused initiatives
Requirements:
• Legal designation (...
As part of the Private Wealth Management team, you will play a crucial role in crafting tailored financial solutions for high-net-worth clients. Responsibilities include conducting detailed client needs assessments and developing holistic wealth plans using expert advisory services. Your collaborative spirit will enhance team dynamics and foster a higher level of planning proficiency across the group.
Key Responsibilities:
• Design comprehensive tax and estate planning frameworks
• Perform in-depth client assessments to guide planning processes
• Identify opportunities for collaboration with advisory partners
• Proactively enhance overall client interaction experiences
• Engage actively in community-focused initiatives
Requirements:
• Legal designation (...