Full-time
Associate Financial Planner & Client Advisor
Posted by ecl.vincere.io • winnipeg, mb, Canada
About the Role
A reputable financial planning firm in Winnipeg is seeking an Associate Financial Planner to support Senior Advisors in client management and financial planning tasks. Responsibilities include preparing financial plans, conducting client follow-ups, and assisting in onboarding new clients. Candidates should have post-secondary education in relevant fields, an LLQP License, and strong client service skills. This full-time position offers a hybrid work model and opportunities for professional growth in a dynamic environment.
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