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Wealth Planner & Investment Advisor

Company

Scotiabank

Location

montreal (administrative region), qc

Type

Full-time

A leading bank in Canada seeks a Financial Advisor for their investment and retirement planning teams. The role focuses on building and maintaining relationships with clients to meet financial goals. Key responsibilities include in-depth financial reviews, providing expert advice, and leveraging technology to enhance client interactions. Successful candidates will have financial planning experience and the necessary certifications, contributing to a supportive and inclusive work environment.
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