Wealth Planning Associate — Family Office

A leading national accounting and business advisory firm in Canada seeks an Associate for its Family Office Services team. The role involves preparing financial plans and analyses for high net worth clients, collaborating with other professionals, and supporting process improvements. The ideal candidate will hold a CFP® certification, have 3-5+ years of experience in financial planning, and possess strong analytical and communication skills. Competitive salary of CA$105,000 - $135,000.
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