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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 [email protected]. Phone number : 604-789-7475.
Please note : only those applicants selected for an interview will be contacted.