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 colleaguesCreate personalized wealth plans for clientsResearch relevant financial and tax planning insightsIdentify and introduce current business opportunitiesMonitor the success of wealth plans and business growthRequirements:Bachelor's degree required; CPA or LL.B preferredAt least 10 years experience in personal taxStrong organizational and time management skillsProven ability to foster client relationshipsKnowledgeable in Microsoft Office SuiteUtilize your high-level planning skills to drive success for TD Wealth clients and advisors in Winnipeg.#J-18808-Ljbffr

📌 Senior High Net Worth Planner In Winnipeg
🏢 TD
📍 Winnipeg