Senior Wealth Planner for High-Net-Worth Clients

Fuze HR Solutions presents a Wealth Planner role in Kingston, ON, focusing on advanced financial planning for high-net-worth individuals and business owners. You will develop comprehensive plans and coordinate with tax, estate and insurance experts to meet complex goals.

The position requires a CPA or CFP designation and at least three years of wealth planning experience, with a Monday–Friday schedule and strong client communication skills.