Wealth Advisor - Client-First Planning & Investments (Notre-Dame-de-l'Île-Perrot)

Wealth Advisor - Client-First Planning & Investments (Notre-Dame-de-l'Île-Perrot)

23 Aug
|
Durabilis Studio
|
Notre-Dame-de-l'Île-Perrot

23 Aug

Durabilis Studio

Notre-Dame-de-l'Île-Perrot

Durabilis Africa in New Brunswick, Canada, seeks a seasoned wealth manager to serve as the primary contact for a portfolio of clients, guiding investment, cash flow, tax, estates, and risk planning.

With 3+ years in wealth management and a preference for CFP or CFA designation, the role emphasizes client-first service, detail-orientation, and cross-department collaboration to grow business. Salary ranges from $100,000 to $145,000 CAD base, with comprehensive advantages.

📌 Wealth Advisor - Client-First Planning & Investments (Notre-Dame-de-l'Île-Perrot)
🏢 Durabilis Studio
📍 Notre-Dame-de-l'Île-Perrot

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