Wise Planning Corp. 嘉信财富管理 (Insurance Jobs)

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Job ID 936825  In Category: Insurance

Wise Planning Corp. 嘉信财富管理

Hiring Company: Wise Planning Corp. 嘉信财富管理
Location: Richmond, California
Job Type: Full Time
Salary: Not Specified
Experience Desired: 0 - 2 Years
Last Update: Jun 30, 2025 12:59:07 PM
Full Job Description:

Wise Planning Corporation is a comprehensive wealth management company in Canada to provide professional investment, financial management, and insurance services, founded in 2010.The company’s business covers life, travel, health, general insurance, and financial planning. Jessie Li, the founder of the company, graduated from University of Regina, Canada, majoring in accounting. She is a licensed insurance consultant and a tax planning expert. She is granted with global certified financial planner (CFP) title, also a top member of Million Dollar Round Table (TOT, MDRT).Our company committed to the highest standards of business ethics and good governance.
The top Canadian insurance companies are on our partnership list such as Manulife Financial, Sun Life, Equitable Life, Royal Travel Insurance, Canada Life, Tugo Insurance, and Wawanesa Insurance that provide the security that your money is well managed.

Contact Us
280-8351 Alexandra Rd, Richmond, BC V6X 3P3

Social Links:
https://www.facebook.com/profile.php?id=100069768060870
https://www.linkedin.com/in/jessie-li-187587214/
https://www.instagram.com/jessieliwpc/
https://www.xiaohongshu.com/user/profile/58c794f250c4b461449dc86b

Tags
Insurance Vancouver
Insurance Richmond
Commercial Insurance
critical illness insurance
Financial Consultant
investment services
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Company Type: Not Specified
Contact Name : Wise Planning Corp. 嘉信财富管理
Contact Phone: 778-200-2866
Contact Email  :
Number of Views: 2
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