Associate Wealth Planner
CI Financial
Corient, the world’s leading multi-family office, seeks an entry-level Associate Wealth Advisor to support Wealth Advisors in delivering comprehensive financial planning, investment analysis, and client service. You will help prepare plans, reports, tax and estate analyses, and coordinate activities for client meetings. The role targets 0–3 years’ experience, a Bachelor’s degree, and progress toward CFP credentials. Proficiency with Salesforce, Office apps, and planning software is expected. #J-18808-Ljbffr
Vacancy posted 3 days ago
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