Wealth Planning Support Specialist (Toronto)

A leading bank in the Americas is seeking a Total Wealth Planning Associate in Toronto, ON. This role involves providing essential planning support to Wealth Management advisors, managing inquiries related to financial planning and planning software, and ensuring accuracy in delivering Total Wealth Plans to clients. The ideal candidate possesses a strong understanding of total wealth planning processes, strong interpersonal skills, and experience with financial planning software. Join a dynamic team committed to delivering excellent service.
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