A leading financial services organization in Toronto is looking for a Planning Director in Estate and Financial Planning Services. In this role, you will develop advanced financial plans for high-net-worth clients and support advisors with training and strategies. Candidates should have a CFP certification and at least 5 years in financial planning. The role offers a base pay of $110,000 - $180,000, and includes participation in diverse benefits and incentive plans. #J-18808-Ljbffr
Job Title
Director of Holistic Estate & Wealth Planning