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: Preparing for and conducting client meetings Assisting with portfolio revisions and oversight of securities accounts Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.) Full management and financial planning for a block of clients 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. 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!
Job Title
RGF Integrated Wealth Management - Associate Financial Advisor