A financial services firm in Hamilton, Ontario is seeking a Paraplanner to support Lead Advisors by providing technical assistance and client service. The Paraplanner will manage data in financial planning software, prepare for client meetings, and analyze investments. Ideal candidates should have a Bachelor''s degree in finance or accounting, along with over 3 years of experience in financial services. Knowledge of broker/dealer operations and relevant licenses are essential for success in this role. #J-18808-Ljbffr
Job Title
Financial Planning Paraplanner — Data, Analysis & Prep