Wealth Planning Specialist

TD · winnipeg, mb, Canada

Location
winnipeg
Job Type
Full-time
Posted
June 05, 2026

Job Description

Work Location Winnipeg, Manitoba, Canada

Hours 37.5 hours per week

Line of Business TD Wealth

Pay Details $77,500 - $109,400 CAD annually. TD is committed to fair compensation and offers base pay progression within the salary range based on skills, experience, location, and business needs. The exact base pay offered may vary accordingly. Applicants are encouraged to discuss compensation details directly with recruiters.

Job Description As a member of Private Wealth Management, the Wealth Planning Specialist partners with TD advisors to deliver high‑value, customized guidance on retirement, tax, estate and overall wealth planning to high‑net‑worth (HNW) clients. Responsibilities include providing professional financial, tax, estate and risk management planning support, assisting advisors with business development and revenue generation, and executing TD Wealth’s high‑net‑worth strategy.

Key Responsibilities

Preparing customized wealt...

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