Fuze HR Solutions presents a Wealth Planner role in Kingston, ON, focusing on advanced financial planning for high-net-worth individuals and business owners. You will develop comprehensive plans and coordinate with tax, estate and insurance experts to meet complex goals.
The position requires a CPA or CFP designation and at least three years of wealth planning experience, with a Monday–Friday schedule and robust client communication skills.
📌 Senior Wealth Planner for High-Net-Worth Clients (Quebec City)
🏢 Fuze HR Solutions
📍 Quebec City
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