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Wealth Planning Associate: Build Plans
Job Description & How to Apply Below
Location: Brockville
A global financial institution in Brockville is looking for a Financial Planner to assist clients in meeting their financial goals. The role emphasizes personalized financial advice and requires strong communication and problem-solving skills. Ideal candidates should have a university degree, relevant certifications, and 3-5 years of experience in financial services. You will be responsible for building long-lasting client relationships and delivering exceptional service while contributing to team objectives.
The company offers competitive compensation and development opportunities.
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Position Requirements
10+ Years
work experience
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