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Financial Services Financial Advisor

Strategic HNW Wealth Planner

Job in Ottawa, Ontario, Canada
Listing for: TD Bank
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Ottawa is seeking a High-Net-Worth Planner to provide tailored financial and estate planning for high net worth clients. This role requires a minimum of 10 years of personal tax experience and strong relationship management skills. The successful candidate will work closely with advisors to develop customized wealth plans and ensure high quality service delivery. The position offers a dynamic environment where teamwork and client-focused strategies are essential.

Knowledge of relevant financial planning tools is a plus.
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