Client-Facing Strategic Wealth Planner - CFP | CRPC

A leading independent investment dealer in Canada is looking for a Senior Financial Planner to provide client-centric financial planning services. The candidate will develop comprehensive financial plans, present them to clients, and provide expert tax guidance. Required qualifications include a Certified Financial Planner (CFP®) designation and strong client service skills. The role is embedded in a collaborative team culture focused on delivering high-quality service. Some travel may be required.
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