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TD Wealth Planning Specialist OpportunityTD • Toronto, Canada
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TD Wealth Planning Specialist Opportunity

TD Wealth Planning Specialist Opportunity

TD • Toronto, Canada
12 days ago
Job type
  • Full-time
Job description
Join TD Wealth in Winnipeg as a Wealth Planning Specialist, where you'll leverage your financial acumen to assist high-net-worth individuals. Become a vital partner to advisors in crafting comprehensive wealth plans.

This role focuses on providing high-value planning support across retirement, estate, and tax strategies for clients. With a strong analytical background, you will prepare personalized wealth plans and engage in strategic relationship-building with TD Wealth advisors. Your ability to communicate well and manage time effectively will ensure successful client engagement and business growth.

Key Responsibilities: • Craft tailored wealth plans and solutions for clients • Address complex financial and estate planning matters • Build lasting relationships within TD Wealth Management • Present wealth planning solutions to both clients and advisors • Research relevant trends in wealth planning to inform partners

Requirements: • Undergraduate degree and financial planning accreditation • At least eight years in wealth or financial planning • Familiarity with Microsoft Office and financial planning tools • Exceptional communication and organizational skills • Experience in both team-oriented and independent roles

Utilize your skills to enhance wealth management strategies at TD Wealth. #J-18808-Ljbffr
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TD Wealth Planning Specialist Opportunity • Toronto, Canada

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