Senior Wealth Planning Specialist

Position: Senior Wealth Planning Specialist - TD
Advance your career as a Senior Wealth Planning Specialist at TD Wealth in Winnipeg, Manitoba. Partner with financial advisors to provide tailored advice for high-net-worth clients.

In this pivotal role, you will leverage your extensive experience in wealth management and financial planning to deliver customized strategies for retirement, tax, and estate planning. Collaborating closely with advisors, your contributions will enhance client relationships and support TD's high-net-worth strategy. Strong judgment and relationship-building skills are essential to your success in this role.

Key Responsibilities:

• Develop personalized wealth plans based on client needs

• Perform thorough research to address financial planning challenges

• Identify business opportunities and foster strong relationships

• Deliver engaging presentations for clients and advisors

• Maintain awareness of industry trends to inform team members

Requirements:

• Bachelor’s degree and relevant financial planning certifications

• Eight years of wealth planning experience required

• Expertise in financial planning software necessary

• Excellent communication, time-management, and analytical skills

• Proven ability to work effectively independently and in teams

Shape the future of wealth planning at TD Wealth while supporting client goals.
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