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Job Description & How to Apply Below
A leading financial institution seeks a Financial Planner in Surrey to develop client relationships and drive investment sales. This role requires 3 years of experience in financial planning and sales, alongside a mutual funds certification and preferably PFP® or CFP® designation. The Financial Planner will focus on client-centric solutions and actively participate in community activities. Flexibility in scheduling client meetings is essential.
The role offers a compensation structure based on base plus variable pay and encourages an entrepreneurial spirit.
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