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Regional Vice President, Wealth Planning (Tax Accountant
CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio management
solutions exclusively through a national network of financial advisors affiliated with Assante Wealt...
POSITION: Financial Planner LOCATION: Dorval, QC (H9P 2N4
POSITION: Financial Planner
LOCATION: Dorval, QC (H9P 2N4)
STATUS: Full-time
ABOUT US
CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio management
solutions excl...
We are currently recruiting for the position of Estate Planning, Notary
existing clients of our financial advisors, primarily through the preparation of comprehensive
technical client reports.
Many of our clients are high net worth individuals and business owners and o...
We are currently recruiting for the position of Estate Planning, Notary
Excellent written and oral communication skills in both French and English
High degree of accuracy and attention to detail
Ability to work independently and as part of a multi-disciplinary team
Abi...
