Senior Wealth Strategy Consultant - Remote Position in Canada at Curvion Blue | JobGan

Senior Wealth Strategy Consultant - Remote Position in Canada

Curvion Blue
Full time 🌐 Remote Senior
📡 United States 🏙 United States 📅 Dec 31, 1969 ⏳ Closes Sep 16, 2026
💰 $200,000 – $250,000 CAD/yr
📋 Job Description

The Senior Wealth Strategy Consultant at Curvion Blue plays a crucial role in guiding high-net-worth individuals through complex retirement tax planning decisions. This position involves conducting 25-30 pre-scheduled Zoom consultations weekly, utilizing a consultative framework to educate prospects on tax strategies. Candidates must possess a CFP® designation and have over five years of experience in client-facing roles, demonstrating strong communication and relationship-building skills.

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HIRING COMPANY:
Curvion Blue
📡 United States
Curvion Blue is a dynamic player in the financial services sector, committed to delivering exceptional retirement tax planning solutions to high-net-worth individuals. With a focus on consultative sales, Curvion Blue fosters a collaborative and high-performance culture that empowers its team members to thrive. The orga…

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⏳ Closes Sep 16, 2026
Senior Wealth Strategy Consultant - Remote Position in Canada
Curvion Blue · $200,000 – $250,000 CAD/yr