Bethesda Medical Clinic in Chilliwack, BC is seeking a licensed financial skilled to help clients identify goals and develop comprehensive financial plans. You will assess client needs, craft personalized strategies, and coordinate insurance and investment recommendations to meet long-term objectives.
The role emphasizes hands-on planning, client interaction, and the delivery of detailed recommendations in a growth-oriented environment.
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📌 On-Site Financial Advisor: Wealth & Estate Planning (British Columbia)
🏢 WSLtd.
📍 British Columbia
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