Up-to-date Cents, an advice-only financial planning firm, is seeking a Certified Financial Planner to provide unbiased guidance to individuals and families across Canada. The role involves calls with prospective clients, virtual meetings, data analysis, and creating tailored retirement, investment, and cash-flow plans for Canadians and dual US/Canadian citizens.
You will prepare written reports, explain recommendations in plain language, and maintain ongoing relationships through regular check-ins.
J-18808-Ljbffr