High Net Worth Wealth Planning Specialist
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-07-20
Listing for:
TD
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
The Wealth Planning Specialist works within Private Wealth Management at TD Wealth. This experienced professional partners with advisors to deliver tailored financial, tax, and estate planning guidance. You will utilize your expertise in high net worth strategies while actively supporting business development and enhancing client solutions.
Key Responsibilities:
• Prepare customized wealth plans for high net worth clients
• Conduct research on retirement, tax, and estate planning complexities
• Update TD partners on wealth planning developments
• Identify and promote additional business opportunities
• Present wealth planning strategies to advisors and clients
Requirements:
• Undergraduate degree and CFP or PFP qualification
• Minimum 8 years in wealth planning or finance
• Strong analytical, communication, and relationship-building skills
• Proficiency in financial planning software and Microsoft Office
• Self-starter with the ability to work independently
Be the driving force in delivering exceptional wealth planning strategies for TD's elite clientele.
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