Wellington-Altus Financial Inc.
Financial Planning Associate — Wealth Growth & Strategy
Job Description
A leading financial services firm in Toronto is seeking an Associate, Financial Planning. The role focuses on supporting personalized financial planning and relationship management for clients. Responsibilities include preparing financial plans, conducting client meetings, and business development activities. The ideal candidate will possess a relevant degree and experience in financial services, emphasizing client-oriented skills. The position offers a competitive salary ranging from $70,000 to $100,000 annually, along with health and life insurance benefits.
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