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.
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📌 Senior Financial Planner - HNW Wealth & Advisory Lead (Ontario)
🏢 Raymond James
📍 Ontario
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