Description
Join TD's dynamic team as a Wealth Planning Specialist in Edmonton, Alberta, assisting high net worth clients with their wealth management strategies. This role specializes in customized solutions for estate, tax, and financial planning.
As an experienced Wealth Planning Specialist, you will work alongside TD advisors to deliver insightful financial guidance. With a strong focus on relationship management and business development, your role will center on crafting tailored plans addressing retirement and estate needs. You will maintain awareness of industry trends and collaborate closely with Wealth Advisory Services.
Key Responsibilities:
• Prepare comprehensive and customized wealth plans
• Conduct independent research on client financial issues
• Engage with TD advisors for business development
• Deliver impactful presentations to clients and advisors
• Foster strong internal and external networks
Requirements:
• Accredited financial planning designation a...
As an experienced Wealth Planning Specialist, you will work alongside TD advisors to deliver insightful financial guidance. With a strong focus on relationship management and business development, your role will center on crafting tailored plans addressing retirement and estate needs. You will maintain awareness of industry trends and collaborate closely with Wealth Advisory Services.
Key Responsibilities:
• Prepare comprehensive and customized wealth plans
• Conduct independent research on client financial issues
• Engage with TD advisors for business development
• Deliver impactful presentations to clients and advisors
• Foster strong internal and external networks
Requirements:
• Accredited financial planning designation a...
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