Wealth Planning Specialist at TD

Elevate your wealth management career as a Wealth Planning Specialist with TD, partnering to deliver bespoke financial solutions to high-net-worth clients. Your role will focus on retirement, tax, and estate planning strategies.

As a key member of Private Wealth Management, the Wealth Planning Specialist supports TD advisors in providing tailored wealth planning services. This position requires robust experience in complex financial planning, along with strong communication and analytical skills. You will proactively identify and develop business opportunities while maintaining crucial client relationships.

Key Responsibilities:
• Prepare customized wealth plans for high-net-worth clients
• Conduct independent research on client financial issues
• Deliver wealth planning presentations to advisors and clients
• Develop and maintain relationships with wealth advisors
• Collaborate with team members on comprehensive wealth plans
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