Financial Planner - London, Ontario
1 month ago

Job summary
We are seeking a passionate and experienced Financial Planner to be based in Strathroy, ON to support the Lambton Kent Middlesex region.
Responsibilities
- Building and maintaining strong relationships with Owner households through proactive financial planning and advice.
- Engaging Owners and prospects using referrals data insights community connections
- Partnering with internal specialists including Investment Insurance Business Advisors to provide comprehensive solutions
- Mentoring peers contributing to a culture of collaboration financial literacy
Job description
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