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Job Description & How to Apply Below
A financial institution in Canada seeks a Wealth Planning Specialist to provide comprehensive financial planning advice to high value members. The role requires a Bachelor's degree, Mutual Funds License, CFP designation, and at least 6 years of experience in financial advisory sales. Responsibilities include identifying financial needs, providing investment advice, and ensuring compliance with policies. High earning potential through a commission structure.
Emphasis on community engagement and diversity.
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