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Associate Financial Planner; IIROC – Path to CFP
Job Description & How to Apply Below
A member-owned financial cooperative in Metro Vancouver seeks an Associate Financial Planner to support Financial Planners and enhance member experience. This full-time role involves managing lower tier portfolios, executing marketing initiatives, and ensuring effective communication with members. Ideal candidates will hold PFP and CFP certifications, with strong skills in financial planning and relationship management. This position provides valuable hands-on training and the opportunity to excel in a dynamic work environment.
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Position Requirements
10+ Years
work experience
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