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Senior Financial Planner — Portfolio & Wealth Strategy
Job Description & How to Apply Below
A leading financial institution in Vernon is seeking an experienced Financial Planner to manage high-value member accounts. This role involves providing comprehensive investment and financial planning advice, executing business development strategies, and collaborating with branch teams to ensure member satisfaction. The ideal candidate has significant experience in financial planning, holds relevant licenses, and possesses strong sales and relationship-building skills, aiming to enhance client wealth and experience.
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Position Requirements
10+ Years
work experience
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