Uhnw Wealth Planning Advisor & Strategy Lead
Bank N.A.
Bank N.A. Vancouver seeks a seasoned Wealth Planning Consultant to partner with Investment Advisors in delivering bespoke wealth planning for HNW/UHNW clients. You will guide discovery, build detailed financial plans and present tailored recommendations to clients.Focus is to expand service scope, grow client assets, and coach advisors on advanced planning topics including tax, estate and succession planning. You will work with branch leadership to uphold high client experience standards.
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Vacancy posted 1 hour ago
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