Senior Financial Planner Full-Time in Vancouver

Industry: Insurance Carriers Position Overview They are given a book of business to maintain. This is working with their Mandarin clients (some English too) so it's mandatory to speak this as well. Dealing with family net worth over $400K, so the utmost professionalism is required, and communication is key with them. 300-500 clients are what they will be handling, but then also expected to grow the business once they've talked to and serviced all existing clients. This could be through cold calling, leads that come in, ref…

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