Elevate your career with TD Wealth in Winnipeg as a High Net Worth Planner. You'll provide tailored financial, tax, and estate planning solutions for high-value clients.

This senior-level position is pivotal in Private Wealth Management. The High Net Worth Planner will collaborate with TD advisors to enhance and implement customized wealth strategies. Key functions include client relationship management, opportunity identification, and business development to drive revenue growth.

Key Responsibilities:

- Develop robust relationships with TD Wealth advisors
- Prepare personalized wealth plans for HNW clients
- Conduct thorough research on retirement and tax issues
- Spot and introduce opportunities for growth
- Track outcomes of wealth plans and new business generated

Requirements:

- Undergraduate degree; advanced professional degree preferred
- 10+ years of personal tax experience required
- Tax knowledge and expertise in financial planning
- Strong communication and relationship skills
- Ability to work independently and in teams

Utilize your expertise in financial planning to enhance client experiences and relationships at TD Wealth in Winnipeg.

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📌 High Net Worth Planner at TD Wealth (Winnipeg)
🏢 TD
📍 Winnipeg