A leading financial institution is seeking a dedicated professional to enhance client relationships and provide expert financial advice. This role involves engaging with clients, understanding their needs, and leveraging technology to deliver tailored solutions. Candidates should have 2-3 years of experience in financial advice, relevant certifications, and a strong commitment to client satisfaction. The position offers a competitive salary, benefits program, and a supportive work environment focused on teamwork and accountability.
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ClientFocused Financial Advisor Growth Relationships • Sherbrooke, Estrie, CA