A financial services company in Canada is seeking a Financial Planner. The role includes working with credit union members to create financial plans, providing retirement and investment counseling, and conducting client seminars. Candidates should have a high school diploma, a Level II Life License, and financial planning designations such as CFP or CLU. Strong communication, sales, and organizational skills, and a commitment to customer service are essential for success in this position. #J-18808-Ljbffr
Job Title
Wealth Planning Advisor