Financial Planner

2 weeks ago


Vancouver, Canada Assante Financial Management Full time

Company Description

Assante Financial is a full service financial company with financial planning at it's core. We are a fast moving six member team that is growing quickly to serve a growing client base.


Role Description

This is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC. As a Financial Planner, you will be responsible for providing financial guidance to an existing client base.


Qualifications

  • Excellent knowledge of financial planning principles and techniques
  • Strong analytical skills and attention to detail
  • Effective communication and interpersonal abilities
  • Proficiency in financial planning software and tools
  • Relevant certification such as CFP (Certified Financial Planner) is a plus
  • Bachelor's degree in Finance, Accounting, Business, or related field
  • Prior experience in financial planning or wealth management




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