πŸ”” Get instant job alerts delivered to your inbox! Set up your first alert β†’
πŸ“ Local Job Near You

Senior Wealth Planning Specialist - TD

🏒
TD
πŸ“ winnipeg, Canada
πŸ“
Location winnipeg
πŸ“…
Posted June 08, 2026
πŸš—
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

πŸ“‹
Job Description

Advance your career as a Senior Wealth Planning Specialist at TD Wealth in Winnipeg, Manitoba. Partner with financial advisors to provide tailored advice for high-net-worth clients.

In this pivotal role, you will leverage your extensive experience in wealth management and financial planning to deliver customized strategies for retirement, tax, and estate planning. Collaborating closely with advisors, your contributions will enhance client relationships and support TD's high-net-worth strategy. Strong judgment and relationship-building skills are essential to your success in this role.

Key Responsibilities: β€’ Develop personalized wealth plans based on client needs β€’ Perform thorough research to address financial planning challenges β€’ Identify business opportunities and foster strong relationships β€’ Deliver engaging presentations for clients and advisors β€’ Maintain awareness of industry trends to inform team members

Requirements: β€’ Bachelor’s degree and relevan...

Apply for This Job

Submit Application

Quick and secure application process

πŸ“ Location Details

πŸŒ†
City
winnipeg
πŸ—ΊοΈ
Country
Canada
πŸš—
Commute
Local Area

πŸ” More Jobs Nearby

Explore other opportunities in winnipeg

View Local Jobs