Personal Financial Planner

4 weeks ago

Kelowna BC, Canada Made in Canada Full time

Wealth Advisor - Full Time/Permanent - Kelowna
On behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.
Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.
In this position, you will be working under the leadership of the Market Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients.
Master the basics of holistic investment planning, equip yourself with industry-leading expertise and support our clients’ needs as they become more complex.
# Leverage specialized experts to help provide trusted advice in a smart, simple, and helpful way that is personalized to each and every client.
# Strive to make our clients' time richer, happiness deeper, and aspirations closer as we ensure that they are supported throughout their journey.

5 years sales and customer experience in the financial services industry (preferably Wealth Management).
# Ability to be immediately registered with IIROC (completion of Canadian Securities Course and Conduct and Practices Handbook Course).
# Undergraduate degree in Commerce, Economics, Business, or a related field (equivalent combination of experience and education will be considered).
# Completed or working towards a financial planning designation would be considered an asset.
# Effective relationship building, communication, and discovery skills. This will help you establish relationships with various centers of influences including branches, your advisors team, and other teams across the organization.
# This is a hybrid role and will require some in-office work each week. #

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