A major financial institution in Richmond is seeking a Senior Financial Advisor to manage client portfolios and provide exceptional financial advising. You will engage with clients, deliver comprehensive financial plans, and foster strong relationships to meet their financial goals. A postsecondary degree and relevant certifications are required. This is a full-time on-site position with flexible hours within a banking environment and offers a competitive salary and benefits package.
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Senior Financial Advisor RelationshipDriven Planner • Richmond, Metro Vancouver Regional District, CA