Elevate your career as a Wealth Planning Specialist with TD in Winnipeg, Manitoba. This role combines customized wealth strategies and innovative planning for high net worth clients.
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
•...