Accounting & Finance

CFP Financial Planner - Holistic Wealth & Asset Strategy

Wealthsimple

Toronto · Ontario · Canada

Wealthsimple is Canada’s leading financial innovator, delivering simple, sophisticated financial products and ongoing client support. We are a remote-first, high-performance team focused on delivering holistic planning and clear, strategic advice to help clients achieve financial freedom.

The Financial Planner role emphasizes discovering client goals, translating findings into actionable plans, and driving asset consolidation with trusted relationships.

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Reference: WJ-3875_12188467

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