Paraplanner/ Senior Financial Planner - Peterborough, ON
1 month ago
Job summary
This role is for someone who loves financial planning systems and precision.You will be a core part of our Planning pillar responsible for building and maintaining high quality retirement plans keeping Conquest accurate and current ensuring every client meeting is supported with clear advisor ready outputs.
This is not a sales role you will work closely with our advisors so they can focus on client relationships communication and decision making while you own the technical planning engine behind the scenes.
Job description
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