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Added 6 mins ago
OA
Financial Services Manager - Toyota Town
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- Full-time
…the local community. We’re looking for a Financial Services Manager who can thrive in a fast-paced setting and manage a high volume of turnovers each month. With over 200 vehicles sold and…
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SENIOR ACCOUNT MANAGER
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Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Delivering upon our service level agreements by working with other business areas to make sure client commitments are met.
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TDS Operations Analyst II
TD
Toronto, ON
- Full-time
The successful candidate will be part of the Client Due Diligence team within Global Business Services & Operations. The Client Due Diligence team is committed to ensuring services provided…
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Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
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- Full-time
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Customer Experience Associate - Gander
TD
Gander, NL
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
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Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
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…timely, accurate solutions that create a positive partner and client…
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Senior Audit and Assurance Accountant
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Peterborough, ON
- Full-time
“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”
Added 6 mins ago
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Sales Manager - Montreal, Quebec - Legacy Division (Full Time, Permanent)
Southern Glazer's Wine & Spirits
Montreal, QC
- $75,000 to $85,000 USD / year
- Full-time
The Sales Manager will be responsible for managing regional execution of our Campari group of brands referred to as our Legacy division (Aperol, Campari, Espolon, Appleton Estate, Grand…
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Accounting and Assurance Manager
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Leamington, ON
- Full-time
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General Manager
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AB
- Full-time
As one of Canada’s leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.
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Sales Manager - Montreal, Quebec - Legacy Division (Full Time, Permanent)
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The Sales Manager will be responsible for managing regional execution of our Campari group of brands referred to as our Legacy division (Aperol, Campari, Espolon, Appleton Estate, Grand…
Added 21 mins ago
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Analyst, Employee Benefits
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- Full-time
…adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do…
Added 21 mins ago
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Onsite Field Services Technician, Sudbury - Polycom
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ON · CAN ON Home based (CSC Location)
- Full-time
Provides guidance and training to client population on system and products to eliminate recurring errors for systems/products. Escalates issues or concerns as appropriate. Recommends…
Added 21 mins ago
IS
Account Manager (America)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
We are currently looking for an Account Manager that will work closely with our Customer Success Lead, Customer Success Director, as well as Project, Technical and Sales teams. (S)He is…
Added 21 mins ago
IS
Account Manager (APAC)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
We are currently looking for an Account Manager that will work closely with our Customer Success Lead, Customer Success Director, as well as Project, Technical and Sales teams. (S)He is…
Added 21 mins ago
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Account Manager (EMEA)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
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We are currently looking for an Account Manager that will work closely with our Customer Success Lead, Customer Success Director, as well as Project, Technical and Sales teams. (S)He is…
Added 36 mins ago
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Bilingual Field Nurse Case Manager (Atlantic/QC) - Hybrid
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The Field Nurse Case Manager (FNCM) is an integral part of the Patient Services team, responsible for the coordination and delivery of services related to the patient support programs…
Added 36 mins ago
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Account Executive
UPS
Concord, ON
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…Executive acts as a consultative partner - building strong client relationships, builds tailored UPS solutions and negotiates agreements to drive both revenue growth and customer…
Added 36 mins ago
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Account Executive
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Concord, ON
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…Executive acts as a consultative partner - building strong client relationships, builds tailored UPS solutions and negotiates agreements to drive both revenue growth and customer…
Added 36 mins ago
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Territory Manager - Healthcare
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- Full-time
The Territory Manager identifies and develops sales opportunities by visiting key (targeted) physicians and referral sources to promote the company's products and services, conduct product…
Added 36 mins ago
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Associate Portfolio Manager
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- Full-time
As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works…

Closed listing

Tax & Estate Planner

Toronto, ON, Canada

$108,800 - $163,200 CAD · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $108,800 - $163,200 CAD
Job type: Full-time
Closing date: Oct 5, 2026
Experience: A minimum 10+ years of wealth planning experience gained through client contact or in a technical advisory role to advisors, coupled with investment industry knowledge
Posting language: English
Posted: Oct 1, 2026

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Original job description

Archived listing. The details below describe a past opening.

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$108,800 - $163,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work.

The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net worth planning solutions to qualifying clients of PWM, assisting with the growth of the PWM business through actionable planning outcomes, and positively affecting the client experience through impact and influence, as well as being a steward of our Private Wealth Management value proposition.

The Tax and Estate Planner is a technical specialist, with expertise focused on tax and estate planning. He/she should be able to cover all aspects of estate planning and utilize Wealth Advisory Services partners (Accountants, Lawyers, Business Succession Planners) when required as subject matter experts.

Tax and estate planning for high net worth clients that focuses on:

Creating a tax-efficient estate plan;

Protecting and increasing wealth;

Philanthropic planning; and US cross border issues.

Job Duties Include:

Delivering a legendary Wealth Client Experience to High Net Worth clients, including:

Helping clients achieve their financial objectives and peace of mind through advanced wealth planning focused on providing tax and estate guidance and support.

Conducting an in-depth discovery of client’s needs and addressing through a holistic Wealth Plan.

Identifying referral opportunities and coordinating the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan.

Working proactively with direct manager to develop improved client experience, operational and Practice Management practices, and overall personal development.

Participating in the local community and supporting TDBG charity and community initiatives.

Fostering and contributing to a positive and constructive work environment.

Helping to increase the overall planning knowledge of the team through informal learning, lunch & learns and other learning activities.

Demonstrating leadership and supporting the employee experience.

Experience and education:

Professional legal designation required (LLB, LLM, JD)

Willing to complete CICA In Depth Tax course, levels 1 & 2 or Masters of Tax is required

Certified financial planning designation is an asset (CFP, F. Pl.)

Strong passion and focus on delivery of a first-class wealth planning experience

A minimum 10+ years of wealth planning experience gained through client contact or in a technical advisory role to advisors, coupled with investment industry knowledge

Estate and tax planning expertise

Knowledge and experience working on advanced financial planning issues

Client service focused and oriented

A self-starter who is results oriented and gets things done on time and who works effectively and collaboratively in a team environment

Strong communication, presentation, time management, organizational skills, and work ethic

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

About employer

More about this job

Responsibilities

The Tax and Estate Planner provides sophisticated, holistic wealth planning solutions to high-net-worth clients, focusing on tax-efficient estate strategies and philanthropic goals. They coordinate with internal partners and advisors to deliver integrated wealth plans while fostering a positive client experience and supporting team development.

Requirements

Candidates must hold a professional legal designation (LLB, LLM, or JD) and possess at least 10 years of relevant wealth planning experience. Completion of the CICA In-Depth Tax course (levels 1 & 2) or a Master of Tax is required.

Skills

Tax planning
Estate planning
Wealth management
Financial planning
High-net-worth client service
Business succession planning
Philanthropic planning
US cross border tax issues
Client discovery
Relationship management
Technical advisory
Presentation skills
Time management
Organizational skills
Leadership
Collaboration

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Tax planning
Estate planning
Wealth management
Private Wealth Management
High-net-worth
Financial planning
Business succession
Philanthropic planning
US cross border
LLB
LLM
JD
CICA In-Depth Tax
CFP
F. Pl.
Investment industry
Client discovery
Practice management
TD Wealth
Banking

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