Lead Servicing Financial Planner – Private Wealth - Ottawa
1 week ago
Job summary
This is a pure planning and relationship management role for a professional who wants to escape quotas and focus entirely on client success.
+Responsibilities
+- Own the Relationship: Act as the primary point of contact for an assigned book of households, conducting regular reviews and deep-dive financial planning. +
- Holistic Planning: Deliver comprehensive financial plans (Retirement, Tax, Estate, Insurance) to ensure clients are fully protected and on track. +
Job description
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