Financial Advisor Associate: Client

4 weeks ago


Alton, Canada Gold Leaf Financial Group Inc. Full time

A financial services firm in Ontario is seeking an Associate Financial Advisor to support Advisors in delivering premium client services. Responsibilities include preparing client reports, assisting with portfolio planning, and coordinating internal projects. The ideal candidate should have a strong background in finance, organizational skills, and experience in financial services. Relevant educational qualifications and certifications are preferred.
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