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Holistic Financial Planner for Purposeful Growth

4 weeks ago

London, Canada Prime Management Group Full time

A financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales, focusing on community-oriented financial planning.
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