Join TD Wealth in Winnipeg as a High Net Worth Planner, focusing on delivering tailored financial and estate planning solutions. Collaborate with advisors to elevate client engagement and drive growth.
As part of our Private Wealth Management team, the High Net Worth Planner is a senior professional responsible for providing tax and estate planning support to HNW and UHNW clients. This role requires solid skills in financial planning, client relationship management, and communication. You will execute TD Wealth’s high net worth strategy while advising on customized wealth plans and generating business opportunities.
Key Responsibilities:
• Develop and maintain relationships with TD Wealth advisors
• Prepare customized wealth plans for HNW clients




• Conduct independent research on tax and estate planning
• Spot and follow up on new business opportunities
• Track and report outcomes of wealth plans delivered
Requirements:
• Undergraduate degree with CPA or LL.B preferred
• Minimum 10 years personal tax experience
• Excellent communication and presentation skills
• Strong relationship building capabilities
• Proficient in Word, Powerpoint, and Excel
Leverage your financial expertise to make a meaningful impact for TD Wealth clients in Winnipeg.
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📌 TD Wealth High Net Worth Planner (Winnipeg)
🏢 TD
📍 Winnipeg