At a Glance
- Tasks: Create tailored wealth plans and provide expert financial guidance for high net worth clients.
- Company: Join TD, a leader in wealth management with a focus on client success.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Collaborative environment with strong emphasis on analytical skills and client relationships.
- Why this job: Make a real difference in clients' financial futures while working with a dynamic team.
- Qualifications: Undergraduate degree, CFP or PFP designation, and eight years of relevant experience.
The predicted salary is between 81000 - 99000 $ per year.
Deliver customized wealth planning from Edmonton with TD, applying retirement, tax, estate, and risk management expertise for HNW clients.
As a Wealth Planning Specialist in Private Wealth Management, you will partner with TD advisors and relationship managers.
You will provide financial, tax, estate, and risk management planning support.
Your work executes TD Wealth's high net worth strategy through customized guidance, presentations, research, and opportunity spotting.
Key Responsibilities
- Prepare customized wealth plans for HNW clients
- Research retirement, tax, philanthropic, and estate planning issues
- Present wealth planning guidance to advisors and clients
- Identify and follow up on complementary business opportunities
- Maintain relationships with TD Wealth advisors and managers
Requirements
- Undergraduate degree and CFP or PFP designation
- Eight years of relevant wealth planning experience
- Complex financial planning experience
- Strong analytical, judgment, communication, and presentation skills
- Microsoft Office and financial planning software proficiency
Apply wealth planning, analytical judgment, and relationship skills while supporting TD advisors and high net worth clients.
Senior Wealth Planning Specialist in Edmonton employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
