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Strategic Financial Planner Guide Client Portfolios
Job Description & How to Apply Below
A leading financial services company in Vancouver is seeking an experienced Financial Planner to manage a portfolio of mass affluent clients. The ideal candidate will have significant expertise in financial planning and relationship management. Responsibilities include providing tailored financial advice and expanding a client portfolio. The position offers full-time status with unlimited earning potential, comprehensive benefits, and a dynamic work environment.
Fluency in Punjabi or Hindi is preferred.
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