A leading financial institution is seeking a Financial Planner in St. Catharines to manage a portfolio of mass affluent clients. Responsibilities include providing comprehensive financial planning advice and maintaining strong client relationships. The ideal candidate will have relevant financial planning designations and experience. The role offers full-time employee status with unlimited earning potential and full benefits, as well as flexible work-life balance options.
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Planner • St. Catharines, Niagara Region, CA