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Senior Financial Advisor: Portfolios & Relationships
Job Description & How to Apply Below
A leading financial institution in Ontario is seeking a Financial Advisor to enhance client relationships and develop tailored financial plans. Responsibilities include client engagement and business development in the local market, requiring a minimum of 1.5 years of relevant experience. Candidates must hold CIRO-MFD accreditation, with further certifications such as CSC or CIFC being preferred. This role emphasizes relationship building and provides opportunities for growth within an inclusive work environment.
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Position Requirements
10+ Years
work experience
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