Enhance wealth strategies at TD as a Senior High Net Worth Planner in Winnipeg. Collaborate with advisors to provide expert financial and estate planning for high net worth clients.

This role within Private Wealth Management involves accountability for delivering customized planning solutions and proactive relationship management. You will support advisors by preparing tailored wealth plans and leveraging expertise in tax and estate planning. High Net Worth Planners are instrumental in executing our wealth management strategy while fostering business development.

Key Responsibilities:
• Build strong relationships with TD Wealth colleagues
• Create personalized wealth plans for clients
• Research relevant financial and tax planning insights




• Identify and introduce recent business opportunities
• Monitor the success of wealth plans and business growth

Requirements:
• Bachelor’s degree required; CPA or LL.B preferred
• At least 10 years experience in personal tax
• Strong organizational and time management skills
• Proven ability to foster client relationships
• Knowledgeable in Microsoft Office Suite

Utilize your high-level planning skills to drive success for TD Wealth clients and advisors in Winnipeg.
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📌 Senior High Net Worth Planner in Winnipeg (Manitoba)
🏢 TD
📍 Manitoba