Wealth Planning Consultant/Senior Wealth Planning Consultant

Application Deadline: 09/15/2026 Address: 200 Ouellette Avenue Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from …