Senior Associate — Family Office Wealth Planning

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa. This role involves preparing financial strategies for high net worth clients, liaising with professionals, and promoting process improvements. Candidates should hold a CFP® credential and have 5–10 years of experience in financial planning. The role offers a competitive salary between CA$135,000 and CA$165,000 along with comprehensive perks to support work-life balance.
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