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Job Description & How to Apply Below
A major financial institution in Canada is seeking a Business Owner Specialist to provide tailored wealth planning guidance to high-net-worth clients. This role requires significant expertise in tax, estate planning, and business succession strategies, along with at least 12 years of relevant experience. Bilingualism in English and French is essential. The position offers competitive compensation, development opportunities, and the chance to make a meaningful impact in client relationship management.
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Position Requirements
10+ Years
work experience
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