Find work in Canada.

557,004 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
Customer Service Specialist
Univar Solutions
Edmonton, AB
Reporting to the CS Manager, the Customer Service Specialist is responsible for handling activities including order taking, processing orders from beginning to end, providing a single point…
Added just now
MR
Merchandiser
Match Retail
Thompson, MB
- $30 CAD / hour
- Contract
We work with our clients, Nespresso, and service major retailers.
Added just now
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Introduce customers to the Service Department to support a positive long-term ownership experience.
Added just now
SD
Patient Care Specialist-4
Shoppers Drug Mart
Mississauga, ON
- Full-time
The Patient Care Specialist (PCS) is the single point of contact for patients enrolled in a patient support program. The PCS is responsible for ensuring program service offerings are…
Added just now
L
Learning Design Specialist (12 Month Contract)
Longo's
Vaughan, ON
- Contract
…experiences, and helping others grow? Join us as a Learning Design Specialist and create impactful learning programs that build capability, enhance performance, and support Team Member…
Added just now
BI
Project Associate (Permanent)
Babcock International Group
Victoria, BC
- Full-time
Underpinned by a deep understanding of technology integration, asset management, and specialist training, Babcock International works with customers around the world to improve the…
Added 15 mins ago
IS
Inside Sales - Academic Intake Specialist
IHE School - Interior Heavy Equipment Operator School
Calgary, AB
- Full-time
As we continue to grow across Canada, we are seeking motivated, relationship-driven individuals to join our Enrollment Team as an Academic Intake Specialist (AIS).
Added 15 mins ago
Business Systems Analyst ITS & HR (2026-MP-24)
University of Windsor
Windsor, ON
…built on Oracle’s ERP applications. Serving primarily as a specialist in Oracle ERP with a focus on Finance and HR, this position will lead new application implementations, upgrades and…
Added 15 mins ago
EE
B2B Inside Sales / Customer Service Rep
Express Employment Professionals - Red Deer, AB
Lacombe, AB
- Full-time
We are recruiting on behalf of a growing electronics manufacturing client in Lacombe, Alberta for an experienced Customer Service & Sales Specialist.
Added 30 mins ago
SL
Service Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
We are looking for an experienced Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for…
Added 30 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Lacombe, AB
- Part-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 30 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Brampton, ON
- Part-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 30 mins ago
B
Regional Director of Trust - Prairies
BMO
Calgary, AB · CALG
- Full-time
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account…
Added 30 mins ago
B
Investment Specialist
BMO
Calgary, AB
- Full-time
Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
Added 1 hour ago
AS
AMLCO (Part-Time) - Anti-Money Laundering Chief Officer
Axia Search
Vancouver, BC
- $50,000 to $60,000 CAD / year
- Part-time
Must be a Canadian resident (mandatory for regulatory interactions and banking relationship management).
Added 1 hour ago
IG
Investment Banking Specialist
Infotree Global Solutions
Montreal, QC
- Contract
Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their…
Added 1 hour ago
MD
Transactions Specialist - Human Resources Technician 2
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Customer service experience sufficient to provide prompt, courteous and accurate information to customers over the phone or through written correspondence with tact and diplomacy in a…
Added 1 hour ago
MD
Equity Specialist - DEI Specialist Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Diversity, Equity, and Inclusion Specialist Intermediate
Added 1 hour ago
MD
NE Regional Fire & Enforcement Forestry Specialist - NR Forestry Regional Spec
Minnesota Direct Care and Treatment
Grand Rapids, MB
- Full-time
Working Title: NE Regional Fire & Enforcement Forestry Specialist
Added 1 hour ago
MD
Designated Coordinator - Skills Development Specialist
Minnesota Direct Care and Treatment
Grand Rapids, MB
- Part-time
The Designated Coordinator - Skills Development Specialist is the lead worker at the program and plays a key role in overseeing programs, activities, and scheduling, under the direction of…
Added 1 hour ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 1 hour ago
W
National Market Sector Lead - Healthcare
WSP
Montreal, QC
- Full-time
Champion quality, financial performance, client service, and design excellence.
Added 1 hour ago
Senior Strategic Sourcing Specialist
Wawanesa Insurance
Calgary, AB · Winnipeg, MB · Toronto, ON · North York - Toronto, ON (Hybr, ON
Working under limited supervision, the Senior Strategic Sourcing Specialist is responsible for assisting Strategic Sourcing Managers by helping to manage vendor category management,…
Added 2 hours ago
IG
Implementation Specialist
Insight Global
Toronto, ON · Etobicoke, ON
- Contract
We are looking for an Implementation / Configuration Specialist to support increased implementation volume during a busy sales period. This is a highly client-facing and technical role…
Added 2 hours ago
B
Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their…

Wealth Planning Specialist

Pointe-Claire, QC, Canada

$81,600 - $115,200 CAD · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $81,600 - $115,200 CAD
Job type: Full-time
Experience: 5+ years of relevant financial or wealth planning experience.
Posting language: English
Posted: Oct 21, 2026

Original job description

Work Location:

Pointe Claire, Quebec, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$81,600 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

As part of TD Private Wealth Management, Specialized Wealth Planning provides expertise, tools, and planning support that help advisors deliver integrated, customized advice to clients with complex needs. The team plays a key role in strengthening the wealth planning process by helping advisors identify opportunities, develop tailored strategies, and deepen client relationships through high-quality planning conversations.

Job Description:

Reporting to the Manager of the Centralized Planning team, the Wealth Planning Specialist partners with Private Bankers and other TD Wealth partners to deliver customized, high-value wealth planning guidance to high-net-worth clients. The role provides specialized expertise across retirement, tax, estate, risk management, and broader wealth planning considerations, helping clients and advisors identify planning opportunities and translate complex needs into practical, actionable strategies.

Specifically, the Wealth Planning Specialist has accountability for:

Delivering professional wealth planning guidance and solutions to qualifying HNW clients of TD Wealth.
Partnering with Private Bankers, and other TD Wealth partners to identify planning opportunities and deepen client relationships.
Preparing and presenting customized wealth plans that address retirement, tax, estate, risk management, and broader wealth priorities.
Supporting the execution of TD Wealth’s HNW strategy by helping deepen client relationships and strengthen planning-led advice.

The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners across TD Wealth. The Specialist supports the Private Banking business in advancing the strategic vision for delivering wealth planning to TD Wealth clients.

Key responsibilities include:

Client Planning and Advice Delivery

Prepare and present customized wealth planning solutions to TD Wealth clients and Private Banking partners, translating technical concepts into clear and actionable advice.
Deliver objective, planning-led strategies that integrate a client's goals, values, and priorities into a holistic wealth planning framework.
Translate complex retirement, tax, estate, philanthropic, succession, and risk management considerations into clear, actionable planning recommendations.

Advisor and Partner Support

Partner with Private Bankers and internal partners to identify planning opportunities and deepen client relationships.
Support client acquisition, retention, and asset growth opportunities through planning-led advice and identification of wealth management solutions.
Develop strong internal networks and referral sources across TD Wealth.

Technical Expertise and Practice Leadership

Conduct research on client-specific planning issues and remain current on relevant wealth planning developments.
Serve as a subject matter expert on wealth planning matters and contribute to the ongoing development of planning best practices, advisor education, and planning excellence within TD Wealth.
Support consistent, high-quality planning delivery aligned with TD Wealth standards.

Business Management and Risk

Manage service levels and productivity while supporting a positive client and partner experience.
Help mitigate financial, operational, and reputational risk through disciplined planning practices.
Carry out other responsibilities as assigned by the manager.

Required qualifications

Undergraduate degree.
Certified Financial Planner (CFP) designation.
5+ years of relevant financial or wealth planning experience.
Demonstrated experience delivering holistic wealth planning solutions to HNW individuals and families.
Strong technical knowledge across retirement, tax, estate, and risk management planning.
Strong communication, presentation, relationship management, analytical, and judgment skills.
Experience using financial planning technologies such as Conquest, Planworth, Voyant, Salesforce, and other client-planning or CRM platforms.

Additional qualifications / assets

IQPF designation.
Professional designation such as CPA, LL.B./J.D., or equivalent advanced tax, legal, or accounting credentials.
Trust and Estate Practitioner (TEP) designation or willingness to obtain designation within a defined period.
Bilingual in French and English.
Proficiency with Microsoft Office.
Investment and insurance industry knowledge.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

Apply About employer

More about this job

Responsibilities

The Wealth Planning Specialist partners with Private Bankers to deliver customized, high-value wealth planning guidance to high-net-worth clients. They are responsible for preparing and presenting comprehensive wealth plans covering retirement, tax, estate, and risk management strategies.

Requirements

Candidates must hold an undergraduate degree and a Certified Financial Planner (CFP) designation. A minimum of 5 years of relevant financial or wealth planning experience is required, along with strong technical knowledge and communication skills.

Skills

Wealth planning
Retirement planning
Tax planning
Estate planning
Risk management
Financial planning
Relationship management
Client acquisition
Presentation skills
Analytical skills
Conquest
Planworth
Voyant
Salesforce
Investment knowledge
Insurance knowledge

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Private Wealth Management
High-Net-Worth
Retirement Planning
Tax Planning
Estate Planning
Risk Management
CFP
IQPF
CPA
TEP
Conquest
Planworth
Voyant
Salesforce
Financial Planning
Investment
Insurance
Wealth Management

Report this job