Financial Solutions Advisor - Ontario

Only for registered members Ontario, United States

1 day ago

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Job summary

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Responsibilities

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs

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