Job Title

Elevate high-net-worth client service as a Wealth Planning Specialist with TD Wealth in Winnipeg, Manitoba. This role focuses on creating personalized wealth strategies in collaboration with TD advisors. As part of Private Wealth Management, you will leverage expertise in retirement, tax, and estate planning. This position demands a proactive approach to business development while ensuring strong relationships with TD Wealth advisors. Your research will directly impact client services and overall service excellence. Key Responsibilities: Prepare customized wealth plans for high-net-worth clients Conduct independent research on relevant planning issues Maintain strong internal relationships with advisors Deliver presentations on wealth planning strategies Develop networks for referral sources Requirements: Undergraduate degree and financial planning designation (CFP, PFP) Minimum 8 years of relevant wealth planning experience Effective oral and written communication skills Strong analytical and judgment skills Proficiency in Microsoft Office and financial planning software Apply your expertise in financial planning to enrich high-net-worth client interactions at TD Wealth. #J-18808-Ljbffr