Deliver customized wealth planning guidance in Toronto with TD, using retirement, tax, estate, and risk management expertise for high-net-worth clients.As an experienced Wealth Planning Specialist, you will support TD Private Wealth Management and its Centralized Planning team. You will partner with Private Bankers and TD Wealth partners to prepare holistic strategies. Your guidance will translate complex planning considerations into practical recommendations for clients and advisors.Key Responsibilities:Prepare and present customized wealth plans for qualifying TD Wealth clientsIntegrate retirement, tax, estate, philanthropic, succession,



and risk considerationsIdentify planning opportunities with Private Bankers and internal partnersResearch client-specific issues and maintain current planning knowledgeSupport consistent delivery aligned with TD Wealth standardsRequirements:Undergraduate degree and Certified Financial Planner designationFive or more years of relevant financial or wealth planning experienceHolistic wealth planning experience with high-net-worth individuals and familiesTechnical knowledge across retirement, tax, estate, and risk managementExperience with Conquest, Planworth, Voyant, Salesforce, or similar platformsApply wealth planning, communication, and analytical expertise to strengthen planning-led advice for TD clients in Toronto.#J-18808-Ljbffr

📌 Senior Wealth Planning Specialist - $50,000 A Year (Winnipeg)
🏢 TD
📍 Winnipeg