Financial Planner (Evergreen)
Toronto, ON +3$75k–$90k/yrFull Time
Raymond James Ltd.
Candidates need a CFP designation or to be near completion of one, plus financial planning knowledge and experience with Naviplan or Snap. Strong client service, organization, judgment and Microsoft Office skills are required; practical higher-level planning experience is also needed.
Naviplan, Snap, Microsoft Office