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Wealth Management Coordinator - Hybrid
Job Description & How to Apply Below
A leading financial services firm in Canada is looking for a Wealth Coordinator. This role involves assisting the Wealth Advisor with administrative tasks and coordinating client financial planning processes. Candidates should have over 2 years of experience in the wealth planning industry, strong problem-solving and communication skills, and familiarity with financial planning tools. The firm provides a supportive environment for professional growth and development while emphasizing community involvement and diversity.
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