Senior Wealth Strategy Architect

4 days ago


Vancouver, Canada Stone Owl Family Office Inc. Full time

A leading financial solutions provider in Canada is seeking a Senior Advanced Planning Advisor. This role involves collaborating with high-net-worth clients to develop tailored tax-efficient wealth strategies. Candidates should have relevant credentials (CPA, CFP, etc.) and possess strong communication and relationship-building skills. Join a dynamic team where you can make a meaningful impact in the financial landscape.
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