Accounting & Finance

Financial Planner — Client-Focused Advisor (CFP/PFP)

Unit Corporation

Halifax · Halifax County · Canada

CFMWS is seeking a SISIP Financial Planner to design comprehensive financial plans for CAF members and their families. The role emphasizes deep discovery, tailored investment, retirement and estate planning, and close collaboration with SISIP advisory specialists and external partners.

The incumbent will provide expert guidance on pension choices, tax planning and education planning, while maintaining strong client relationships and delivering clear, actionable financial advice on an ongoing

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Reference: WJ-4703_8910169

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