Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C) - Prescott

Job summary

We are seeking a Financial Planner to join our team. As a Financial Planner, you will focus on building strong client relationships and delivering expert advice to help clients realize their financial goals.

Responsibilities

• Partner with clients to understand their life and financial objectives
  
• Leverage data-driven insights to analyze results,
  develop recommendations,
  and continuously evaluate the effectiveness of financial programs,policies,and practices
  
• Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
  
• Maintain up-to-date knowledge on industry best practices and emerging trends,to ensure you remain at the forefront of financial planning.
  

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Job description

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