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Senior Wealth Advisor – Growth & Legacy Guidance

Tall Oak Capital Advisors

London, Canada

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Job Description

A wealth management firm in London, Ontario, is seeking a Senior Wealth Advisor for a full-time on-site role. The ideal candidate will be responsible for developing and implementing customized wealth management strategies, conducting financial planning, and managing investment portfolios. The firm looks for someone with strong expertise in financial planning, investments, and excellent communication skills. Relevant certifications and a bachelor’s degree in finance or a related field are preferred. Join a dedicated team committed to client success.
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