Wealth Planning Specialist - Winnipeg

Only for registered members Winnipeg, Canada

1 week ago

Default job background
$77,500 - $109,400 (CAD)

Job summary

The Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate and overall wealth planning to HNW clients of TD.

Responsibilities

  • Providing professional financial, tax, estate and risk management planning support and solutions to qualifying clients of TD Wealth;
  • Assisting advisors and relationship managers with business development, opportunity spotting ,and revenue generation;

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