Job Description & How to Apply Below
A global financial services firm is seeking a High‑Net‑Worth Planner in Ottawa to work with advisors to deliver tailored wealth planning solutions. The successful candidate will have at least 10 years of personal tax experience and strong communication skills. This role is full-time and requires an advanced professional degree. Key responsibilities include preparing wealth plans and maintaining client relationships to enhance service delivery and minimize financial risks.
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Position Requirements
10+ Years
work experience
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