CFP Financial Planner - Holistic Wealth & Asset Strategy (Ontario)

CFP Financial Planner - Holistic Wealth & Asset Strategy (Ontario)

06 Sep
|
Wealthsimple
|
Ontario

06 Sep

Wealthsimple

Ontario

Wealthsimple is Canada’s leading financial innovator, delivering simple, sophisticated financial products and ongoing client support. We are a remote-first, high-performance team focused on delivering holistic planning and transparent, strategic advice to help clients achieve financial freedom.
The Financial Planner role emphasizes discovering client goals, translating findings into actionable plans, and driving asset consolidation with trusted relationships.

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📌 CFP Financial Planner - Holistic Wealth & Asset Strategy (Ontario)
🏢 Wealthsimple
📍 Ontario

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