financial planner
Posted on April 24, 2024
by
Employer details
Assante Vancouver Centre
Job details
Assante Vancouver Centre is a premier wealth management firm with its office in downtown Vancouver. With over 20 years in operation and 7 practices encompassing 65 people, our AVC branch puts an equally, strong emphasis on delivering top level client service, continued learning with peer collaboration and enjoying our time together with an easy social culture.
We are seeking a driven and dedicated Branch Financial Planner (CIRO-MFDA) to join our Corporate Team. The role will be to work directly with our clients to assess their financial situations, develop comprehensive financial plans, and provide ongoing support to help them achieve their objectives. The successful candidate would seek to grow the client base through their own referrals and internally.
This role offers a great opportunity for an entrepreneurial minded individual who thrives working independently but values the benefits of collaboration, mentorship, and development. Compensation will be annual salary plus commission on new sales. If insurance licensed, the role could assist our other planning teams with insurance sales for additional remuneration.
*Duties & Responsibilities:*
* Engage clients on a regular basis (meetings, phone calls, emails etc.)
* Handling of all client correspondence
* Financial plans, portfolio and insurance reviews
* Presentation of planning strategies
* Ensure completion of all required materials and tasks before, during and after client meetings
* Liaise with client?s professional advisors including lawyers, accountants, and bankers
* Referral generation, through professional, personal and client opportunities
* Diligent compliance maintenance, directed by Head Office and Regulators
* Attend client, networking, or industry events
* Maintain certifications and licensing
*Experience and Qualifications*
* Minimum of five years of related work experience in financial services, ideally 3 years in a client servicing role
* Established client book will be considered for amalgamation into practice, please share in your application if this is applicable
* Working knowledge of investment and insurance products
* Preference to someone with work experience in wealth management
* Ability to multitask, maintain a high level of accuracy and demonstrate attention to detail
* Understanding of back-office procedures and compliance in a MFDA environment
* Technical Proficiency in Word, Excel, Outlook, and Salesforce
* Professional communication skills both written and verbal
*Education/training*
* Financial Planning designation (CFP, R.F.P., PFP or QAFP) successfully completed
* Mutual Fund license either active or ability to be licensed
* BC Life Insurance license or desire to obtain
Job Types: Full-time, Permanent
Pay: $80,000.00-$100,000.00 per year
Benefits:
* Company events
* Dental care
* Disability insurance
* Extended health care
* Flexible schedule
* Life insurance
* On-site gym
* Paid time off
* Profit sharing
* Tuition reimbursement
* Vision care
* Work from home
Schedule:
* Monday to Friday
Supplemental pay types:
* Commission pay
Experience:
* Financial services: 5 years (preferred)
Licence/Certification:
* CFP (preferred)
Work Location: Hybrid remote in Vancouver, BC V6B 4N8
Application deadline: 2024-05-21
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LocationVancouver, BC
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Salary$80,000 to $100,000YEAR annually
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Terms of employment
Permanent employmentFull time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9251867519
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