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Financial aid advisor Jobs in Richmond, BC
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RGF Integrated Wealth Management - Associate Financial Advisor
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Mindworks ConsultingVancouver, BC, Canada- Full-time
RGF Integrated Wealth Management - ASSOCIATE FINANCIAL ADVISOR
Associate Financial Advisor
RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for an Associate Financial Advisor . This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry.
We offer a competitive and comprehensive compensation and benefits plan and a positive work environment.
Skills and Requirements :
- University degree (BComm / BBA) and / or Financial Management Diploma from BCIT
- Minimum three years of related experience in securities environment and / or financial planning, including customer service
- CIRO licensing required
- Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required
- Certified Financial Planner (CFP) or equivalent designation an asset (will be required)
- Life Insurance License (LLQP) and ISM securities trading system knowledge would be an asset (will be required)
- Excellent typing and computer skills - MS Office, database experience
- Excellent interpersonal, verbal, and written communication skills
- Strong organizational skills and attention to detail
- Ability to work independently and as a team member
- Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
- Strong desire to provide high-quality client service
Duties and responsibilities :
To apply, please send your resume and cover letter to Fraser at [email protected]. Phone number : 604-789-7475.
Please note : only those applicants selected for an interview will be contacted.
There is a very competitive compensation package available based on experience & skill set which includes a strong base salary and bonus (total compensation 75-85K) plus vacation and a generous benefits plan.
THIS ROLE CAN BE A STEPPING STONE TO BECOMING A FINANCIAL ADVISOR WITH ONE OF VANCOUVER'S TOP ADVISORS FIRMS!