Associate, Financial Planning

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  "Title": "Associate, Financial Planning",
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        "Line2": "Suite 202",
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          "Code": "ON",
          "Name": "Ontario"
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          "Code": "CAN",
          "Name": "Canada"
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  "MatchScore": 1,
  "PostedDate": "2026-02-19T22:29:15.598Z",
  "JobCategoryName": "Advisor Team",
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  "BriefDescription": "Reporting to the Simon Harry Wealth Management Group, the Associate, Financial Planning, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the lead advisor by handling financial plans, engaging clients in meaningful conversations about their goals, and guiding them through investment and planning decisions.",
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  "RequisitionNumber": "ASSOC001837"
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