Investment & Retirement Planner - Tailored Advice

Prosperity Workforce Solutions

📍 oliver, regional district of okanagan similkameen, Canada

Full-time Other-General Posted June 10, 2026

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.
#J-18808-Ljbffr