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About the Role
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)
...
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)
...
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