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On-Site Financial Planner & Advisory Lead

Job in Brampton, Ontario, Canada
Listing for: Max Financial Ltd.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Regulatory Compliance Specialist
Job Description & How to Apply Below
A financial services company in Brampton is looking for a candidate to work on-site to assist clients in achieving their financial goals. The role involves supervising staff, analyzing financial records, and developing tailored financial plans. A Bachelor's degree is required, and relevant experience is preferred. The candidate will also assist with mortgage applications and audits, ensuring comprehensive financial guidance.
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