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 clientsResearch retirement, tax, philanthropic,



and estate issuesDeliver wealth planning presentations to advisors and clientsIdentify opportunities for complementary businesses and solutionsMaintain relationships with TD Wealth advisors and managersRequirements:Undergraduate degree and CFP or PFP designationAt least eight years of relevant wealth planning experienceComplex financial planning experienceStrong analytical, judgment, communication, and presentation skillsMicrosoft Office and financial planning software proficiencyApply wealth planning expertise, relationship management, and analytical judgment to support TD Wealth advisors and HNW clients in Edmonton.#J-18808-Ljbffr

📌 Senior Wealth Planning Specialist (Winnipeg)
🏢 TD Wealth
📍 Winnipeg