A leading Canadian financial institution seeks a Financial Planner to develop and deepen relationships with affluent clients. Responsibilities include driving investment sales and business development, delivering personalized planning advice, and engaging with both external and internal clients. Ideal candidates should possess a CFP or PFP designation, three years of financial planning experience, and strong networking skills. Enjoy a flexible work environment and a compensation structure that rewards growth and dedication.
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Financial Planner • Squamish, Squamish-Lillooet Regional District, CA