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Financial Services

Senior High-Net-Worth Wealth Planner

Job in Ottawa, Ontario, Canada
Listing for: TD
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 CAD Yearly CAD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Ottawa is seeking a High Net Worth Planner to provide expert financial, tax, and estate planning support. The ideal candidate will have at least 10 years of personal tax experience and the ability to build strong relationships with clients and advisors. This role involves developing customized wealth plans, conducting independent research, and tracking outcomes of client engagements.

The position offers a competitive salary and opportunities for professional growth within a dynamic team environment.
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Position Requirements
10+ Years work experience
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