Senior Wealth Planning Consultant

A leading financial institution in Markham is seeking a Financial Planning Consultant to provide expert advice on wealth management solutions for high net worth clients. The role requires a CFP designation and extensive investment knowledge. You will collaborate with banking center advisors and engage clients in discovering their financial priorities, creating tailored financial plans. Competitive compensation and various benefits are offered. If you're passionate about helping clients achieve their financial goals, this may be the role for you.

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