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Associate Advisor

4 weeks ago

Vancouver, Canada RGF Integrated Wealth Management Full time

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 mindworksconsulting@outlook.com. Phone number: 604-789-7475.


Please note: only those applicants selected for an interview will be contacted.