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Job Description & How to Apply Below
Location: Penticton
A leading financial institution in Canada seeks an Investment and Retirement Planner to develop custom investment solutions tailored to clients' needs. This role involves networking, client acquisition, and collaboration with internal teams to meet client goals. Candidates should hold a Financial Planning Designation and possess a minimum of two years' experience in financial planning. The position offers a competitive commission structure, flexible work schedules, and opportunities for career development.
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