Senior Associate Advisor — Estate

4 days ago

Toronto, Canada PLATFORM Full time

A leading financial advisory firm is seeking a Senior Associate Advisor in Toronto, Ontario to lead client discussions and develop financial planning recommendations. Ideal candidates will have a strong understanding of insurance and estate planning, with at least 4 years of experience in client-facing roles. The position involves collaboration with internal teams and external advisors, focusing on tailored solutions for clients. Strong communication and analytical skills are essential for success in this advisory role.
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