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Wealth Planner; CFP Eligible
Job Description & How to Apply Below
A leading financial institution in Canada is seeking a Senior Financial Planning Associate to support an Advisor in delivering comprehensive financial plans to clients. The ideal candidate should possess a CFP designation and at least two years of experience in financial planning, showcasing strong communication skills. This role emphasizes collaboration within a team and a focus on enhancing client relationships while navigating complex financial strategies.
Competitive compensation and an inclusive work environment are offered.
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