Join a dynamic Wealth Planning team as a passionate Wealth Planner. Provide expert financial advice and investment solutions, prioritizing socially responsible investments, in a full-time role.
This permanent position focuses on supporting members at the Squamish branch. You will use your financial expertise to create customized planning experiences while developing a loyal client base. Ideal candidates will have over 2 years of experience in the financial industry and a strong commitment to socially responsible finance.
Key Responsibilities:
• Offer comprehensive financial planning and advice
• Recommend investment services with an SRI focus
• Establish and nurture member investment portfolios
• Determine and fulfill member financial needs
• Collaborate with Wealth Management experts
Requirements:
• At least 2 years of financial industry experience
• Must possess a Mutual Fund License (CSC or IFIC)
• Strong skills in relationship management
• Deep u...