Senior Financial Planner - HNW Wealth & Advisory Lead

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services. You will manage client engagements, prepare comprehensive deliverables, collaborate with advisors, and maintain up-to-date financial knowledge. Candidates should have extensive knowledge of Canadian financial planning and a minimum of five years of experience in the Wealth Management industry, along with a required CFP® designation. J-18808-Ljbffr