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Senior Wealth Planner HNW Clients
Job Description & How to Apply Below
A leading financial institution in Winnipeg seeks a Wealth Planning Specialist to partner with advisors in delivering comprehensive wealth management solutions for high-net-worth clients. Key responsibilities include preparing tailored wealth plans, conducting thorough research on various client issues, and fostering strong relationships with advisors. The role demands extensive experience and an accredited financial planning designation. This opportunity offers a competitive salary between $77,500 and $109,400 CAD, as well as opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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