A leading financial institution is seeking a Financial Planner based in Metro Vancouver, Surrey. In this role, you will provide financial and investment planning to clients. Key responsibilities include customer engagement, developing strategies to acquire new business, and ensuring compliance with regulatory requirements. The ideal candidate will have advanced industry knowledge and skills in communication, problem solving, and teamwork. Join us to help clients achieve their financial goals while contributing to a rewarding work environment.
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GrowthOriented Financial Planner Advisor • Surrey, Metro Vancouver Regional District, CA