Wealth Planning Consultant - Halifax
2 weeks ago

Job summary
Wealth Planning Consultant,Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.
Skills
- Leads/facilitates goals-based discovery process directly with clients,
- Develops detailed and complex financial plans for clients to help meet their financial objectives,
- Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
Job description
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