Job Description & How to Apply Below
A leading financial institution in Metro Vancouver is seeking a Wealth Planning Specialist who will offer comprehensive financial planning advice to high-value members. This position demands expertise in investment products and a strong focus on relationship building. Candidates should possess a Bachelor's degree and a CFP designation, alongside 6 years of relevant experience. The role offers a competitive base salary with commissions and performance bonuses, flexible work arrangements, and strong support for employee training and diversity initiatives.
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