Financial Planner - Build Client Wealth & Plans

A leading independent investment firm is seeking a Financial Planner in Edmonton. The ideal candidate will prepare comprehensive financial plans, offer tax recommendations, and liaise with various departments to enhance client service. Candidates should have strong knowledge in financial planning, proficient skills in technology such as Naviplan and Microsoft Office, and preferably possess a CFP® designation. Attractive compensation package includes competitive salary and performance bonuses.
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