Wealth Planning Specialist

Work Location: Winnipeg, Manitoba, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $77,500 - $109,400 CAD

Job Description

As a member of Private Wealth Management, the Wealth Planning Specialist partners with TD advisors to deliver high‑value customized guidance on retirement, tax, estate and overall wealth planning for high‑net‑worth clients. The specialist provides professional financial, tax, estate and risk‑management planning support; assists advisors and relationship managers with business development, opportunity spotting and revenue generation; and executes TD Wealth’s high‑net‑worth strategy.

Key responsibilities include

• Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
• Carrying out independent research to ensure client key issues (retirement, tax, philanthropic, and estate planning...