Apply on Kit Job: kitjob.ca/job/2g8tn2

Deliver personalized investment solutions as a Financial Planning Support Advisor. Engage clients with tailored financial plans while ensuring accuracy and building strong relationships with investment professionals.

In this role, you will provide critical financial planning support to clients. You'll work alongside investment professionals to foster solid client relationships and prepare comprehensive financial plans. Attention to detail is essential for checking the accuracy of your work and ensuring clients' long-term financial goals are met.

Key Responsibilities: • Provide financial planning support to clients • Cultivate client relationships with investment professionals • Prepare and verify accuracy of financial plans

Requirements: • Bachelor's degree in Finance or related field • 5+ years' experience in the industry • Solid understanding of investment business • Excellent interpersonal and communication skills

Utilize your financial expertise to create accurate plans and build meaningful client relationships, guiding them toward their financial aspirations. #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g8tn2

📌 Financial Planning Support Advisor (Dorval)
🏢 Manulife Wealth
📍 Dorval