Financial Planning Associate - Your Path to Becoming an Advisor RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for a Financial Planning Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team.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. If you are looking for an opportunity to develop your skills, in a supportive working environment, wed love to hear from you. 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 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: Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.) Assisting with portfolio revisions and oversight of securities accounts New business processing (forms and trade orders) Client meeting support to Financial Advisor Administrative duties to Financial Advisor (daily trades, data entry, photocopy/scan) Client services via phone, email, fax and in person To apply, please send your resume and cover letter to Fraser at . Phone number: 604-789-7475. Please note: only those applicants selected for an interview will be contacted.
Job Title
Financial Planning Associate - Your Path to Becoming an Advisor