A leading wealth management firm in Ontario seeks a CFP® skilled to join as an insurance specialist, focusing on comprehensive financial planning. This commission-based role emphasizes collaboration with established advisors to elevate risk planning for high-net-worth clients. Candidates should possess strong knowledge of insurance strategies, organizational skills, and the ability to work well in partnership settings. You will handle various aspects of insurance planning and strategy, aiding advisors in integrating these into wealth management.
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