Accounting & Finance

CFP Wealth Planner — Retirement & Tax Strategy

Talent Edge

Abbotsford · Fraser Valley Regional District · Canada

Willems Wealth Planning Group in Abbotsford, BC, Canada is seeking a Wealth Advisor to build customized fee-for-service financial plans and support existing clients. The role emphasizes technical planning and client relationships rather than sales targets.

The ideal candidate will have a CFP designation, current investment licensing, 5+ years in wealth management, and strong retirement and tax planning expertise. Collaboration with a tight-knit team is core to the role.

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Reference: WJ-4703_8913245

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