Wealth Planning Specialist

TD Ameritrade

Winnipeg, Manitoba, Canada
Base: $77,500 - $109,400 cad; bonus/equity: not sp...
Onsite
8 years wealth planning experience
Cfp or pfp designation required
Hnw client financial planning
TD Ameritrade is seeking a Wealth Planning Specialist in Winnipeg, Manitoba, to work closely with high-net-worth clients and advisors to provide tailored financial solutions. The ideal candidate should possess extensive experience in wealth planning, effective communication skills, and relevant financial designations

Job Summary

  • The Wealth Planning Specialist partners with TD advisors to deliver customized guidance on retirement, tax, estate, and overall wealth planning to high net worth clients.
  • This role requires preparing comprehensive wealth plans, conducting independent research on key client issues, and proactively identifying opportunities for complementary business solutions.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, savings programs, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Wealth Planning Specialist in Winnipeg, Manitoba, to work closely with high-net-worth clients and advisors to provide tailored financial solutions. The ideal candidate should possess extensive experience in wealth planning, effective communication skills, and relevant financial designations.

Salary

Base: $77,500 - $109,400 CAD; Bonus/Equity: Not specified; Benefits: Health, wellness, savings, retirement, paid time off

Skills & Requirements

Must-have

  • 8 years wealth planning experience
  • CFP or PFP designation required
  • HNW client financial planning
  • Tax and estate planning expertise
  • Naviplan or Voyant software proficiency

Nice-to-have

  • CPA or CFA professional designation
  • Strong internal networking skills
  • Business development opportunity spotting
  • Independent research capabilities
  • Excellent presentation skills

Key Requirements

  • Undergraduate degree
  • Accredited financial planning designation (CFP, PFP)
  • Minimum 8 years relevant wealth planning experience
  • Experience at accounting firm or financial institution
  • Proficiency in Microsoft Office and financial planning software

Work Rights

Not specified

Tailored Resume

Cover Letter