Financial Planner Partner Growth Financial Corp

Description

Financial Planner / Mutual Fund Representative

Company : Growth Financial Corp. / Aviso Wealth

Location : Creston British Columbia

Job Type : Full-time

Salary & Benefits

Base Salary : $50000 $70000 plus performance-based commission

Comprehensive health and dental insurance

Retirement savings plan with matching employer contributions

Paid vacation

Professional development and certification support

Your New Career & Lifestyle in Creston BC

Are you a financial professional feeling burned out by the big-city commute high cost of living and a corporate culture that prioritizes sales quotas over client-first advice

Imagine a career where you can practice true financial planning build deep relationships with clients and have a direct impact on their well-beingwhile living in the heart of the Kootenays.

Creston BC is a vibrant community nestled between the Selkirk and Purcell mountains offering a slower lifestyle with a lower cost of living and unparalleled four-season access to mountains hiking skiing and the pristine Kootenay Lake. We are not just offering a job; we are offering life the way you want it.

Your Role as a Financial Planner

As a Financial Planner you will be responsible for nurturing and growing a client practice built on trust and comprehensive advice. This is a planning-first role supported by a firm that values your professional judgment.

Key Responsibilities :

Listen closely to clients to identify aspirations and long-term financial goals.

Develop and implement holistic financial plans covering investments cash management risk retirement and estate planning.

Conduct detailed analysis of clients financial records to create customized strategies.

Build and maintain long-term trust-based relationships through proactive communication and exceptional service.

Grow your book of business organically through referrals and ethical advice.

Manage client service and administrative needs with precision and confidentiality.

Qualifications & Requirements

Must-Have :

Active registration as a Mutual Fund Dealing Representative with CIRO (or predecessor MFDA).

Completion of the Investment Funds in Canada (IFC) or Canadian Securities Course (CSC).

23 years of experience in a client-facing financial advisory or planning role.

Clean compliance record and client-first mindset.

Strong interpersonal analytical and communication skills.

To hold out as a Financial Planner the individual must have an FP designation. CFP PFP QAFP etc

Our Commitment to Your Development :

Willingness to obtain the Life License Qualification Program (LLQP) within 1218 months.

Preferred (Assets) :

Certified Financial Planner (CFP) designation (or in progress).

Experience with financial planning software.

About Us

Mutual funds and other securities are offered through Aviso Wealth a division of Aviso Financial Inc. Insurance products are offered through Growth Financial Corp. a strategic partnership between StellerVista Credit Union and Creston & District Credit Union. Growth Financial Corp. is a licensed life insurance agency offering financial planning life insurance and investments. All insurance products are subject to applicable policy terms and legislation. Products sold through Growth Financial Corp. are not guaranteed or insured by a deposit insurer.

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 50000 - 70000