Tax Estate Planner

About the role

TD Private Wealth Management is seeking a Tax Estate Planner to join its Wealth Advisory Services team in Montréal. You will work with high‑net‑worth clients to design tax‑efficient estate strategies, protect and grow wealth, and address cross‑border considerations.

Key responsibilities

• Develop and deliver comprehensive tax‑efficient estate plans for high‑net‑worth clients.
• Collaborate with accountants, lawyers, and business succession specialists to integrate multidisciplinary solutions.
• Identify referral opportunities and coordinate with partners and advisors to execute integrated wealth plans.
• Provide philanthropic planning advice and support US cross‑border tax issues.
• Contribute to the growth of the Private Wealth Management business through actionable planning outcomes.

Required profile

• Professional experience in tax and estate planning for high‑net‑worth individuals.
• Strong understanding of Canadian tax law, estate law, and cross‑border tax matters.
• Ability to conduct in‑depth client discovery and translate needs into holistic wealth plans.
• Excellent communication and relationship‑building skills.

Required skills

What we offer

• Competitive compensation range (CAD 115,600 – 163,200 annually).
• Opportunities for professional growth and skill development within a leading financial institution.
• Collaborative environment with access to a network of specialist partners.