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Strategic Financial Planning Specialist

2 months ago

Mississauga, Ontario, Canada Financial Services and Advisory Full time

Job Summary

We are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment strategies and risk management
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Analyze market trends and economic data to inform financial decisions

Requirements:

  • Strong understanding of financial markets and instruments
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Strong analytical and problem-solving skills

What We Offer:

  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Competitive compensation and benefits package