A leading Canadian wealth management organization is seeking an experienced professional to provide wealth planning services tailored to high-net-worth clients. Responsibilities include financial planning, leading seminars, and collaborating on complex strategies. Ideal candidates have over 10 years of relevant experience and exceptional relationship management skills. This role allows for personal growth and development, fostering a collaborative and innovative team culture.#J-18808-Ljbffr
Senior Wealth Planning & Tax Lead
RICHARDSON WEALTH LTD
calgary, calgary
Published 27 days ago
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