Financial Planner

Company Description

Hoovest Group is a financial services group with businesses in wealth management, fund management, insurance, and corporate advisory. Its subsidiary, Hoovest Financial Inc., is registered as an investment fund manager, portfolio manager, and exempt market dealer with regulatory bodies in multiple Canadian provinces and jurisdictions. The group also has subsidiaries registered in the United States with the SEC.

Role Description

This is a full-time hybrid role for a Financial Planner at Hoovest Group in Langley, BC, with a hybrid for remote work. The Financial Planner will be responsible for financial planning, retirement planning, and providing personalized financial advice to clients. The Financial Planner will be paired with a team of portfolio managers to service the clients.

Qualifications

• Financial Planning, Personal Financial Planning, and Certified Financial Planner designation (PFP, QAFP, or CFP)
• Strong background in personal finance
• Experience in retirement planning
• Excellent client service and attention to detail
• Ability to communicate complex financial information clearly and effectively