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Senior Wealth Advisor Legacy Guidance

Job in London, Ontario, K5Z, Canada
Listing for: Tall Oak Capital Advisors
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
Position: Senior Wealth Advisor – Growth & Legacy Guidance
A wealth management firm in London, Ontario, is seeking a Senior Wealth Advisor for a full-time on-site role. The ideal candidate will be responsible for developing and implementing customized wealth management strategies, conducting financial planning, and managing investment portfolios. The firm looks for someone with strong expertise in financial planning, investments, and excellent communication skills. Relevant certifications and a bachelor’s degree in finance or a related field are preferred.

Join a dedicated team committed to client success.
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Position Requirements
10+ Years work experience
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