Job Description
Build impactful relationships with TD as a Senior Wealth Planning Specialist in Edmonton, Alberta, delivering customized wealth management services to high net worth clients. Support strategies in tax and estate planning.
In this senior role at TD Wealth, your expertise will focus on providing personalized financial solutions tailored to the specific needs of clients. You'll collaborate with advisors to address complex financial planning issues and help identify opportunities for growth. Your ability to communicate effectively and research diligently will enhance the overall client experience.
Key Responsibilities: • Design tailored wealth planning solutions for high net worth clients • Conduct thorough research on tax and estate planning issues • Build productive relationships with TD advisors • Present wealth plans and solutions persuasively • Develop referral networks for business opportunities
Requirements: • Undergraduate degree with CFP or equivalent de...
In this senior role at TD Wealth, your expertise will focus on providing personalized financial solutions tailored to the specific needs of clients. You'll collaborate with advisors to address complex financial planning issues and help identify opportunities for growth. Your ability to communicate effectively and research diligently will enhance the overall client experience.
Key Responsibilities: • Design tailored wealth planning solutions for high net worth clients • Conduct thorough research on tax and estate planning issues • Build productive relationships with TD advisors • Present wealth plans and solutions persuasively • Develop referral networks for business opportunities
Requirements: • Undergraduate degree with CFP or equivalent de...
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