A prominent financial services firm in Canada is seeking a Financial Planner to manage a high-value portfolio and provide investment and financial planning advice. The successful candidate will work with members to identify their financial needs and help them consolidate investments, ensuring excellent service and compliance with all regulations. Ideal candidates should have a strong background in financial planning along with relevant qualifications such as a PFP designation. #J-18808-Ljbffr
Job Title
Wealth Planner for High-Value Members