Wealth Planner: Retirement & Investment Strategy

A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal candidates should have experience in financial planning and hold relevant certifications such as CIFP/CFP. This role offers competitive compensation, a supportive work environment, and the opportunity for meaningful community impact.
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