Elevate HNW client service as a Wealth Planning Specialist with TD Wealth in Winnipeg, Manitoba. You'll provide tailored wealth management advice and strategic planning for high net worth individuals.

In this role, you will collaborate with TD advisors to deliver insight on retirement, tax, and estate planning solutions. Your deep experience, combined with a commitment to client success, will help optimize wealth strategies while enhancing business development efforts. Expect to engage actively in a fast-paced environment focused on client outcomes.

Key Responsibilities: • Prepare customized wealth plans for HNW clients • Conduct independent research on wealth planning issues • Deliver presentations to advisors and clients • Develop relationships with TD Wealth partners • Spot opportunities for enhanced client solutions

Requirements: • 8 years of experience in wealth planning • Accredited financial planning designation (CFP, PFP) • Strong analytical and commu...