Job Description

A leading bank in the Americas is seeking a Senior Total Wealth Planner in Vancouver, responsible for delivering comprehensive financial planning advice to high-net-worth clients. This role involves acting as a subject matter expert, facilitating workshops, and building relationships with both internal and external advisors. Successful candidates should possess designations like CFP or CPA, with at least 5 years of high net worth planning experience. The position calls for excellent interpersonal and presentation skills, along with expertise in financial planning software.
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