Senior Wealth Planner for High‑Net‑Worth Families

1 week ago

Montreal administrative region, Canada MD Financial Management | Gestion financière MD Full time

A prominent financial services firm is seeking a Senior Financial Planner in Montreal. This role involves conducting in-depth client discovery meetings and preparing tailored MDS Financial Plans for high-net-worth clients. The ideal candidate will have a degree in financial planning, possess relevant professional designations, and excel in client-focused communication. The position offers opportunities for collaboration within a high-performing team and the chance to influence the financial futures of physicians across Canada. Join us to shape client financial strategies and elevate service delivery.
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