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Financial Planner — Holistic Wealth & Client
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. The role involves providing tailored financial advice, achieving performance targets, and building strong client relationships. Key qualifications include a Financial Planning Designation and mutual funds license along with at least three years of experience in financial planning. Benefits include full-time employment with vast earning potential and flexible work-life balance options.
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