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 benefits.#J-18808-Ljbffr
📌 Associate Advisor - $38,000 - $60,000 A Year (Winnipeg)
🏢 CI Financial
📍 Winnipeg
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