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 advantages.
📌 Cfp Associate Advisor Wealth Planning & Client Insights Barrie (Canada)
🏢 Raymond James Financial
📍 Canada
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