Deliver customized wealth planning from Edmonton with TD, applying retirement, tax, estate, and risk management expertise for HNW clients.
As a Wealth Planning Specialist in Private Wealth Management, you will partner with TD advisors and relationship managers. You will provide financial, tax, estate, and risk management planning support. Your work executes TD Wealth’s high net worth strategy through customized guidance, presentations, research, and opportunity spotting.
Key Responsibilities: Prepare customized wealth plans for HNW clients
Research retirement, tax, philanthropic, and estate planning issues
Present wealth planning guidance to advisors and clients
Identify and follow up on complementary business opportunities
Maintain relationships with TD Wealth advisors and managers
Requirements: Undergraduate degree and CFP or PFP designation
Eight years of relevant wealth planning experience
Complex financial planning experience
Robust analytical, judgment, communication, and presentation skills
Microsoft Office and financial planning software proficiency
Apply wealth planning, analytical judgment, and relationship skills while supporting TD advisors and high net worth clients.

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📌 Senior Wealth Planning Specialist (Alberta)
🏢 TD Bank Group
📍 Alberta