Job Description
Drive personalized wealth management as a Senior Wealth Planning Specialist with TD Wealth in Winnipeg. This role emphasizes customized planning for high-net-worth clients and the enhancement of advisor relationships.
As a key member of Private Wealth Management, you will engage directly with HNW clients to deliver tailored strategies in retirement and estate planning. Your ability to conduct detailed research and present insights will strengthen client relationships and support business growth.
Key Responsibilities:
• Prepare wealth plans tailored to high-net-worth clients
• Research client issues like tax and estate planning
• Build strong relationships with TD Wealth advisors
• Conduct engaging presentations for clients and advisors
• Generate referral networks for complementary services
Requirements:
• Undergraduate degree and accredited designation (CFP, PFP)
• Minimum of 8 years in financial or wealt...
As a key member of Private Wealth Management, you will engage directly with HNW clients to deliver tailored strategies in retirement and estate planning. Your ability to conduct detailed research and present insights will strengthen client relationships and support business growth.
Key Responsibilities:
• Prepare wealth plans tailored to high-net-worth clients
• Research client issues like tax and estate planning
• Build strong relationships with TD Wealth advisors
• Conduct engaging presentations for clients and advisors
• Generate referral networks for complementary services
Requirements:
• Undergraduate degree and accredited designation (CFP, PFP)
• Minimum of 8 years in financial or wealt...