Deliver customized retirement and tax guidance as a Wealth Planning Specialist with TD Wealth in Edmonton, Alberta. Partner with advisors serving HNW clients.
As part of Private Wealth Management, you will prepare comprehensive wealth plans covering retirement, tax, philanthropic, and estate planning. The position requires collaboration with advisors and relationship managers, independent research, and client presentations. You will also monitor relevant developments, identify complementary solutions, and maintain internal and external referral networks.
Key Responsibilities: Prepare customized wealth plans for HNW clients
Research retirement, tax, philanthropic, and estate issues
Deliver wealth planning presentations to advisors and clients




Identify opportunities for complementary businesses and solutions
Maintain relationships with TD Wealth advisors and managers
Requirements: Undergraduate degree and CFP or PFP designation
At least eight years of relevant wealth planning experience
Complex financial planning experience
Solid analytical, judgment, communication, and presentation skills
Microsoft Office and financial planning software proficiency
Apply wealth planning expertise, relationship management, and analytical judgment to support TD Wealth advisors and HNW clients in Edmonton.

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📌 Wealth Planning Specialist Edmonton (Alberta)
🏢 TD
📍 Alberta