Accounting & Finance

On-Site Financial Advisor: Wealth & Estate Planning

WS & Company Ltd.

Chilliwack · Bc · Canada

Bethesda Medical Clinic in Chilliwack, BC is seeking a licensed financial professional 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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Reference: WJ-291_11346532

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