TD Wealth is seeking a High-Net-Worth Planner to deliver tailored tax, estate and wealth planning for HNW and UHNW clients in Winnipeg. You will work with TD advisors to provide specialized guidance and execute comprehensive wealth plans.
The role emphasizes collaboration with Wealth Advisory Services, research on retirement, tax and estate planning, and proactive identification of opportunities to enhance client outcomes. A strong tax background and qualified designations are valued.