Senior Wealth Planning Specialist

Deliver customized wealth planning from Edmonton with TD, applying retirement, tax, estate, and risk management expertise for HNW clients.

As a Wealth Planning Specialist in Private Wealth Management, you will partner with TD advisors and relationship managers. You will provide financial, tax, estate, and risk management planning support. Your work executes TD Wealth’s high net worth strategy through customized guidance, presentations, research, and opportunity spotting.

Key Responsibilities:

• Prepare customized wealth plans for HNW clients
• Research retirement, tax, philanthropic, and estate planning issues
• Present wealth planning guidance to advisors and clients
• Identify and follow up on complementary business opportunities
• Maintain relationships with TD Wealth advisors and managers

Requirements:

• Undergraduate degree and CFP or PFP designation
• Eight years of relevant wealth planning experience
• Complex financial planning experience
• Strong analytical, judgment, communication, and presentation skills
• Microsoft Office and financial planning software proficiency

Apply wealth planning, analytical judgment, and relationship skills while supporting TD advisors and high net worth clients.