Associate 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 :

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.