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Added 9 mins ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…technology, advanced analytics, architecture, governance, and product teams to design, configure, optimize, and continuously improve AI-enabled People Services…
Added 24 mins ago
B
Sales Manager - SaaS (OTE: upto 130k)
BoomerangFX
Mississauga, ON
- $85,000 to $100,000 CAD / year
- Full-time
We are seeking a results-driven Sales Manager – SaaS to lead and develop our sales team while driving revenue growth across the North American market. This role combines hands-on sales…
Added 24 mins ago
PA
Product Specialist
Pinnacle Automotive
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
We’re looking for a Marketing Manager who combines creativity, strategic thinking, and a strong understanding of digital marketing to strengthen our brand and drive meaningful results.
Added 24 mins ago
NS
Food Service Worker - Nutrition and Food Services
Nova Scotia Health Authority
Lunenburg, NS
- Full-time
…the patient and retail food service setting. Reporting to the Manager / Food Service Supervisor, the Food Service Worker may be responsible for preparing and serving meals and supplies to…
Added 24 mins ago
TC
DISTRIBUTION SALES EXECUTIVE
TP-Link Canada Inc.
Richmond Hill, ON
- $70,000 to $100,000 CAD / year
- Full-time
Maintain effective communication with Distribution Product Manager, sales, and marketing team on the company’s strategies, promotions, and marketing items
Added 24 mins ago
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Account Manager
Evlv
Montreal, QC · Greater Montreal Metropolitan Area
- $80,000 to $90,000 CAD / year
- Full-time
We are looking for a sales-driven Account Manager with a passion for fashion, strong industry connections, and experience working with major Canadian and US retailers.
Added 39 mins ago
Quality Specialist
Leonardo DRS, Inc.
NS · Bedford, Nova
Reporting directly to the Manager-Quality, the Quality Specialist – Quality Systems coordinates the internal audit program, facilitates the organization-wide corrective action process, and…
Added 54 mins ago
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Mortgage Agent
Pineapple
ON · Ontario, Canada
- Full-time
Update all sales activity in the corporate CRM system and prepare reports as required by the Regional Manager
Added 54 mins ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
…high-growth private companies before they become public. The product gives the VP a differentiated pre-IPO offering alongside AIP's credit…
Added 54 mins ago
RH
Product Program Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $110,000 CAD / year
- Full-time
We are seeking a Product Program Manager to lead the strategy, optimization, and ongoing evolution of our iMIS (AMS) platform. This role sits at the intersection of business and technology,…
Added 54 mins ago
HS
Quality Supervisor
HR Solutions
ON · Niagara, ON
- Full-time
 Certified Quality Engineer/Certified Quality Technician preferred, Certified Manager of
Added 54 mins ago
Program Manager, Product Change and Development
Westerkirk
Calgary, AB · Mississauga, ON
The Program Manager, Product Change Management & Development reports to the Director, Product Planning and Improvement and will liaise with internal departments in the areas of Engineering,…
Added 54 mins ago
HOURLY ASSISTANT MANAGER
Boutique La Vie En Rose
Victoria, BC
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 54 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
London, ON
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 1 hour ago
JI
Department Manager of Electrical/Plumbing/Hardware/Seasonal/Garden Centre
J.D. Irving, Limited
Dartmouth, NS
- Full-time
Partner with the Assistant Manager to support store-wide initiatives, uphold operational standards, and
Added 1 hour ago
JI
Department Manager – Sales & Service
J.D. Irving, Limited
Dartmouth, NS
- Full-time
The Department Manager – Sales & Service plays a key leadership role in delivering an exceptional customer experience while driving sales performance, team engagement, and operational…
Added 1 hour ago
AI
QA Functional Tester- AEM, CMS
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Kitchener, ON
- Full-time
We are seeking an experienced AEM Tester to support testing activities for Adobe Experience Manager (AEM) applications. The ideal candidate will be responsible for validating CMS…
Added 1 hour ago
HS
Temporary Full-time Research Technologist
HF Sinclair
Mississauga, ON
- Full-time
…automotive, industrial and specialty applications. Reporting to the Product Development Manager, Core Products, the Research Technologist will provide laboratory support for lubricant…
Added 1 hour ago
TT
Delivery Lead (Montreal)
TECH TALENTS AGENCY
Montreal, QC
- Full-time
The role is suitable for an experienced Project Manager, Delivery Manager, or Head of Delivery Managers with a strong software development background who is ready to take broader ownership…
Added 1 hour ago
Graduate Environmental Scientist / Graduate Environmental Engineer
GHD Group Pty Ltd
Vancouver, BC
…spills, drilling, monitoring well installation, soil excavation, product removal, stream rehabilitation, site restoration,…
Added 1 hour ago
Food Service Worker - Nutrition and Food Services
Nova Scotia Health and IWK Health
Lunenburg, NS
…the patient and retail food service setting. Reporting to the Manager / Food Service Supervisor, the Food Service Worker may be responsible for preparing and serving meals and supplies to…
Added 1 hour ago
Temporary Research Technologist
HF Sinclair
Mississauga, ON
…automotive, industrial and specialty applications. Reporting to the Product Development Manager, Core Products, the Research Technologist will provide laboratory support for lubricant…
Added 1 hour ago
R(
Assistant Store Manager - Reitmans
Reitmans (Canada) Ltée/Ltd
Oshawa, ON
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 1 hour ago
AI
Food Safety & Quality Assurance Supervisor (1-Year Contract)
Agrocorp International
Moose Jaw, SK
- Full-time
of product quality, compliance to regulatory agency requirements, and
Added 2 hours ago
BS
Gestionnaire en formation à temps plein / Full-Time Management in Training
Browns Shoes
Pointe-Claire, QC
- Full-time

Wealth Planning Specialist

AB, Canada

$81,600 - $115,200 CAD · Full-time

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Job details

Pay: $81,600 - $115,200 CAD
Job type: Full-time
Posting language: English
Posted: Oct 26, 2026

Original job description

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

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:

As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate and overall wealth planning to HNW clients of TD. Specifically, the Wealth Planning Specialist has accountability for:

Providing professional financial, tax, estate and risk management planning support and solutions to qualifying clients of TD Wealth; Assisting advisors and relationship managers with business development, opportunity spotting, and revenue generation; and Executing TD Wealth's high net worth strategy.

The Wealth Planning Specialist is an experienced practitioner whose expertise is leveraged by partners in TD Wealth and Wealth Advisory Services. He/she will work with Wealth Advisory Services partners as required for wealth planning.

Key responsibilities include:
•   Preparing customized wealth plans based on information obtained directly from HNW clients and their relationship managers
•   Carrying out independent research to ensure client’s key issues (retirement, tax, philanthropic and estate planning) are addressed
•   Keeping informed of relevant wealth planning (retirement, tax, estate planning, etc.) developments and keeping TD partners informed of developments
•   Proactively spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
•   Working effectively to develop and maintain relationships with TD Wealth advisors and relationship managers within TD Wealth Management
•   Delivering wealth planning presentations to Advisors and clients
•   Working closely and assisting other WAS team members with preparing comprehensive wealth plans
•   Developing strong internal and external networks and referral sources
•   Ensuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFG
•   Carry out other tasks and duties as assigned by manager from time to time

Education/Accreditations:
•   Undergraduate degree
•   Accredited financial planning designation (CFP, PFP)
•   8 years of relevant experience in all aspects of Wealth Planning
•   Complex Financial Planning experience
•   Effective communication skills in English, both oral and written
•   Strong analytical and judgment skills.
•   Computer skills : Microsoft Office, Naviplan, Voyant or CCH – (Financial Planning software).
•   Ability to work both as part of a team and independently

Other Qualifications/Skills/Experience:
•   Minimum 8 years of financial or wealth planning experience gained at an accounting firm or financial institution
•   A self-starter with the ability to work independently and to provide high quality services to clients
•   Excellent people and relationship building skills
•   Strong communication, presentation, time management, and organizational skills
•   Computer proficiency (Word, Powerpoint, Excel, etc.)
•   Professional designation such as (CPA, CA, CMA, CGA, CFA, LLB, JD) is an asset
•   Investment and insurance industry knowledge strong assets

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):

Sans Objet

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More about this job

Responsibilities

The Wealth Planning Specialist partners with advisors to deliver customized retirement, tax, estate, and wealth planning guidance to high-net-worth clients. They are responsible for business development, opportunity spotting, and providing professional financial planning support to enhance client relationships.

Requirements

Candidates must hold an undergraduate degree and an accredited financial planning designation such as CFP or PFP. A minimum of 8 years of relevant experience in wealth planning at an accounting firm or financial institution is required.

Skills

Wealth planning
Financial planning
Tax planning
Estate planning
Retirement planning
Risk management
Business development
Relationship management
Client advisory
Analytical skills
Communication skills
Presentation skills
Time management
Naviplan
Voyant
CCH

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
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
High Net Worth
Private Wealth Management
CFP
PFP
CPA
CFA
LLB
JD
Naviplan
Voyant
CCH
Risk Management
Business Development
Relationship Management
Financial Institution
Accounting Firm
Investment
Insurance
Wealth Advisory Services
Client Experience
Microsoft Office
Word
Powerpoint
Excel

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