Elevate your career with TD as a Wealth Planning Specialist in Edmonton, Alberta. Deliver tailored guidance on estate, tax, and wealth planning for high net worth clients.
In this role within TD Wealth, you will collaborate with advisors to create customized wealth plans for esteemed clients. Your extensive knowledge in financial planning, tax, and estate management will be pivotal as you identify opportunities and support revenue generation efforts. Strong relationship-building and analytical skills are crucial, as you will navigate the complexities of wealth management.
Key Responsibilities:
• Develop tailored wealth planning strategies for clients
• Conduct research on retirement, tax, and estate issues
• Strengthen relationships with TD advisors and managers
• Present wealth planning solutions to clients and advisors
• Assist with business development and identifying client needs
Requirements:
• Undergraduate degree and financial planning designation
•...