Jobtailor is seeking a Financial Planning Advisor to provide tailored financial planning guidance and help clients achieve their goals using a wide range of investment, credit, and banking solutions.The role focuses on acquiring and consolidating clients, expanding portfolios through value-based relationship management, and cultivating referrals with local partners to optimize opportunities.#J-18808-Ljbffr
📌 Financial Planning Advisor At National Bank (Winnipeg)
🏢 Jobtailor
📍 Winnipeg
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