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Senior Wealth Planning Strategist for HNW Clients

1 hour ago


Calgary, Canada BMO Financial Group Full time

A leading financial services provider in Calgary is seeking a Wealth Management Consultant to provide advanced financial planning and advisory services for high net worth clients. This role focuses on developing customized wealth strategies and collaborating with Investment Advisors to enhance the client experience. Ideal candidates should possess relevant experience in financial planning and sales, alongside necessary educational qualifications such as a CFP designation. The role offers competitive salary and extensive benefits.
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