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Senior Wealth Planning Strategist
Job Description & How to Apply Below
A leading financial institution in Quebec is seeking a Senior Total Wealth Planner to provide exceptional financial planning services to high net-worth clients. This role involves building key relationships, presenting comprehensive financial plans, and collaborating with internal and external experts. The ideal candidate holds a CPA designation and accredited financial planning qualifications, with at least 5 years of related experience.
Bilingual proficiency in French and English is required for effective client interaction.
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Position Requirements
10+ Years
work experience
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