Wealth Planning Specialist Edmonton

Deliver customized retirement and tax guidance as a Wealth Planning Specialist with TD Wealth in Edmonton, Alberta. Partner with advisors serving HNW clients.

As part of Private Wealth Management, you will prepare comprehensive wealth plans covering retirement, tax, philanthropic, and estate planning. The position requires collaboration with advisors and relationship managers, independent research, and client presentations. You will also monitor relevant developments, identify complementary solutions, and maintain internal and external referral networks.

Key Responsibilities:

• Prepare customized wealth plans for HNW clients
• Research retirement, tax, philanthropic, and estate issues
• Deliver wealth planning presentations to advisors and clients
• Identify opportunities for complementary businesses and solutions
• Maintain relationships with TD Wealth advisors and managers

Requirements:

• Undergraduate degree and CFP or PFP designation
• At least 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 expertise, relationship management, and analytical judgment to support TD Wealth advisors and HNW clients in Edmonton.