Investment & Retirement Planner - Tailored Advice
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Prosperity Workforce Solutions
📍 oliver, regional district of okanagan similkameen, Canada
Job Description
A leading financial institution in Canada seeks a skilled Investment and Retirement Planner to create tailored investment solutions for clients. The successful candidate will develop client relationships and provide expert financial planning advice. This role offers a comprehensive rewards program, flexible work hours, and a dynamic team environment. Candidates must have a Financial Planning Designation and at least 2 years of experience in financial planning, along with a Mutual Funds License.
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