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Wealth Planner: Empower Clients & Practice
Job Description & How to Apply Below
A leading financial institution in Barrie is seeking a Financial Planner to empower clients in achieving their financial goals. You will partner with clients to conduct financial reviews, analyze results, and provide tailored investment advice. Ideal candidates should have a Bachelor’s degree, 3-5 years of banking experience, and a commitment to obtaining the Certified Financial Planner designation. This position offers a competitive salary of $60,000 - $70,000 CAD and opportunities for growth.
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