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Entrepreneurial Financial Planner: Client
Job Description & How to Apply Below
A leading financial institution in Longueuil is seeking a Financial Planner to deepen client relationships and drive investment sales. The role involves proactive outreach to clients and establishing business development opportunities while maintaining compliance. Candidates should have at least 3 years of financial planning experience and mutual fund certification. This position offers flexibility in work hours and a supportive entrepreneurial environment.
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