Senior Wealth Advisor | Financial Planner (Full-time)
Sarnia, ON$77k–$96k/yr
MC
Mainstreet Credit Union Limited
5+ YOECandidates need a CFP, QAFP or PFP designation and CIRO INV licensing or the ability to obtain it within 30 days. They also need at least 5 years of financial planning or investment sales experience, strong sales and relationship skills, and comfort with planning software and public speaking.
Financial planning software