Wealth Planning Specialist

3 weeks ago


Winnipeg, Canada TD Private Wealth Full time

**Responsibilities**:

- Communicate with clients professional legal and accounting advisors to discuss issues and recommendations
- Prepare presentation slides, newsletters and client communication pieces on various investment and wealth planning topics and strategies
- Assistance in implementing tax loss selling and other yearend tax strategies

Knowledge, skills, abilities and attributes
- Client centric is a must
- Strong inter-personal skills, self-starter and works well within a team structure
- Strong written and oral communication skills
- Strong organization skills
- Understanding of investment, tax, and insurance concepts and strategies
- Background in tax and owner manager tax planning will be considered an asset
- Professional designations such as CPA, TEP, LLB, CFP will be considered an asset

**Benefits**:

- Dental care
- Disability insurance
- Life insurance
- Vision care
- Wellness program

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Winnipeg, MB: reliably commute or plan to relocate before starting work (required)

Work Location: One location



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