Full-time
CFP Associate Advisor - Wealth Planning & Client Insights
Posted by Raymond James Financial • barrie, on, Canada
About the Role
A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent full-time position with competitive compensation and benefits.
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