A financial services firm in Toronto is seeking a Wealth Planning Coordinator to support their wealth planning professionals. The successful candidate will manage scheduling, document organization, and presentation preparation. The ideal candidate should have a university degree, possess strong communication skills, and ideally have client service experience. This role offers a salary range of $42,500 to $71,000, along with competitive benefits and a supportive work workplace.#J-18808-Ljbffr
📌 Wealth Planning Operations Specialist - $42,500 - $71,000 A Year (Toronto)
🏢 CI Financial
📍 Toronto
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