Wealth Estate Planner at TD Private Wealth

Elevate client experiences at TD Private Wealth Management as a Wealth Estate Planner. Specializing in tax and estate guidance, you'll offer high-net-worth clients tailored strategies for achieving their financial goals.
In this senior position, you will collaborate with a team to create holistic Wealth Plans for clients. Your role includes conducting in-depth needs analyses and identifying opportunities for referrals. You will also engage in community initiatives and contribute to an uplifting team environment, promoting learning and leadership within the organization.
Key Responsibilities:
• Deliver exceptional Wealth Client Experience to high-net-worth clients
• Conduct in-depth discovery of client needs for comprehensive planning
• Identify referral opportunities and coordinate with partners
• Support community initiatives to enhance local engagement
• Foster positive work environment and support team knowledge
Requirements:
• Professional legal designati...