View this new "CFP Associate Advisor - Wealth Planning & Client Insights" opening in Barrie, Canada. Apply for jobs in your niche area, and explore related local finance & banking / jobs in Barrie and nearby county areas of Ontario Canada.
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD60000.0080000.00YEAR
Job Description & How to Apply Below
A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent full-time position with competitive compensation and benefits. #J-18808-Ljbffr
Position Requirements
10+ Years work experience
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