Strategic Wealth Planner for High‑Net‑Worth Clients

A leading financial services company in Barrie is seeking an experienced Wealth Planning Consultant to provide advanced financial planning and guidance to High Net Worth and Ultra High Net Worth clients. This role involves developing comprehensive wealth strategies, collaborating with Investment Advisors, and ensuring a high-quality client experience during the financial planning process. The ideal candidate should have relevant experience and a post-secondary degree. This position offers a competitive salary ranging from $61,200.00 to $114,400.00, with additional commission potential.

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