Full-time
Wealth Planning Associate for High-Net-Worth Clients
Posted by Scotiabank • toronto, on, Canada
About the Role
A leading financial institution is seeking a Total Wealth Planning Associate in Toronto, Ontario. This role involves preparing financial plans for high net worth clients, supporting compliance and quality control, and ensuring thorough administrative processes. Candidates should have a strong understanding of financial planning and excellent communication skills. The position is client-facing, offering opportunities for providing financial advice and solutions.
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