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Financial Advisor

2 months ago

Vancouver, British Columbia, Canada Assante Financial Management Full time
About Assante Financial Management

Assante Financial Management is a leading financial services company that provides comprehensive financial planning and wealth management solutions to individuals and families.

Job Description

Role Summary

We are seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing expert financial planning and investment advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities

  • Conduct comprehensive financial needs analysis to identify clients' financial goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing investment advice and portfolio management services to clients
  • Stay up-to-date with market trends and economic conditions to ensure clients' financial plans remain on track
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients

Requirements

  • Minimum 3 years of experience in financial planning and wealth management
  • Strong knowledge of financial planning principles and investment products
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines