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Associate Financial Planner & Advisor - Wealth Strategy

📍 Location
barrie
⏰ Job Type
Full-time
📅 Posted
June 08, 2026

About the Role

A leading financial services firm in Barrie is seeking an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include client report preparation, financial planning support, and office duties. Candidates must have a minimum of 3 years in the Financial Services industry and great organizational skills. This role offers competitive compensation and support for professional development.
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