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Financial Planning Associate — Client Growth

2 hours ago

Winnipeg, Canada Wellington-Altus Financial Inc. Full time

A leading financial services firm located in Winnipeg is searching for an Associate in Financial Planning. This role entails preparing financial plans, conducting client meetings, and supporting relationship management. The ideal candidate holds a relevant degree and has 3-5 years of experience in financial services. Proficiency in Microsoft Office and a commitment to ethical client service are essential. This position offers growth opportunities and the chance to work closely with lead advisors.
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