A leading financial institution in Vancouver seeks a Financial Planner to develop relationships, offer advice, and drive investment sales. You will work flexibly with clients, execute business development plans, and leverage internal networks to provide tailored financial advice. The ideal candidate has 3 years of experience, relevant certifications, and strong client acquisition skills. Join a dynamic team committed to inclusivity and client success.
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Financial Planner Flexible Hours Mobile Practice • Richmond, Metro Vancouver Regional District, CA