Financial Planner - London, Ontario

Only for registered members London, Ontario, Canada

1 month ago

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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

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