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Financial Planner Mass Affluent Clients
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Planner in Ontario. This role focuses on building client relationships and providing high-quality financial planning advice. Financial Planners will engage with external clients and collaborate with existing clients of the bank, driving investment sales and adhering to compliance standards. Candidates should have a strong background in financial planning and investment sales, along with a valid driver's license.
The role offers a flexible working environment and an entrepreneurial culture with a focus on career development.
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