Wealth Planner

7 days ago


Windsor, Canada Aviso Full time

A leading financial services firm in Windsor is seeking a Wealth Consultant to provide investment and financial planning services. Responsibilities include developing client portfolios, ensuring regulatory compliance, and maintaining member relationships. The ideal candidate has a minimum of 5 years' experience in financial services and a post-secondary education in business or finance. This position offers a competitive salary ranging from $46,000 to $90,000 and requires a commitment to exceptional member service.
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