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Financial Planning Advisor
7 days ago
Are you an experienced Financial Planner with a CFP, QAFP, or PFP designation and extensive knowledge of financial planning in Canada, including pensions, tax strategies, and corporate financial planning? Investment Representative (IR) Registration – CIRO/IIROC is considered an asset.
Extensive knowledge of financial planning in Canada.Expertise in pensions, tax strategies, and corporate financial planning.
Conduct in-depth financial analysis and planning.
Provide expert advice on pensions, tax strategies, and corporate financial planning.
Develop and implement customized financial plans for clients.
Preparing monthly/quarterly/annual reports, client correspondence, and taking ownership of project work.
Maintaining office premises standards for appearance, client requirements, and day-to-day operations.
Full comprehensive health and dental benefits package.
Matching Retirement Savings Plan.
Flexible work hours and remote work options.
How to Apply:
If you possess extensive knowledge in financial planning and hold a CFP, QAFP, or PFP designation, and are ready to contribute to an innovative, and forward-thinking firm, send your resume and cover letter to .
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