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Financial Planner – Mass Affluent Wealth Advisor
4 hours ago
A leading financial institution in Kitchener is seeking a Financial Planner to empower clients through holistic financial planning and advice. The role involves collaborating with clients to understand their objectives, conducting in-depth reviews, and fostering long-term relationships. Candidates should have 3-5 years of banking experience, a passion for financial planning, and a commitment to obtaining CFP designation. Competitive salary and growth opportunities are offered in a supportive setting.
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