Strategic Financial Planner & Client Relationships Lead
Job Description & How to Apply Below
A leading financial institution in Ontario is looking for a Financial Planner to manage a portfolio of affluent clients. The ideal candidate will provide comprehensive financial planning advice and help clients achieve their long-term goals through tailored financial solutions. Key qualifications include a Financial Planning Designation and at least three years of experience in financial planning. This full-time role offers competitive compensation and benefits, with flexible work-life balance options.
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