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Wealth Management

Senior Tax & Estate Planner, Private Wealth

Job in Toronto, Ontario, C6A, Canada
Listing for: TD Securities
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A global financial institution in Toronto is seeking a Tax and Estate Planner to deliver personalized wealth planning solutions to high-net-worth clients. Responsibilities include conducting client needs assessments and providing advanced tax and estate planning guidance. Candidates should have a professional legal designation, at least 10 years of wealth planning experience, and strong communication skills. This role emphasizes teamwork and building client relationships in a diverse and dynamic environment, offering growth opportunities and a competitive compensation package.
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Position Requirements
10+ Years work experience
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