Senior High-Net-Worth Wealth Planner

A leading financial institution is seeking a High-Net-Worth Planner in Montréal to deliver customized tax, estate, and wealth planning solutions for HNW and UHNW clients. The ideal candidate requires a strong background in personal tax planning and excellent relationship-building skills. Responsibilities include preparing wealth plans, assisting with business development, and closely collaborating with advisors. The position offers a competitive salary, professional growth opportunities, and a supportive work environment.
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