Retail Financial Services Analyst
2 weeks ago
About the Role:
BeBee Professionals is seeking a highly skilled Retail Financial Planning Analyst to join our team in Vancouver. The successful candidate will be responsible for providing financial planning services to retail clients, including developing and implementing financial plans, analyzing financial data, and providing advice on investments and other financial products.
Key Responsibilities:
- Develop and implement financial plans for retail clients
- Analyze financial data to inform investment decisions
- Provide advice on investments and other financial products
- Collaborate with cross-functional teams to drive business growth
Requirements:
- Bachelor's degree in finance, accounting, or a related field
- Minimum of two years of experience in financial planning
- Strong understanding of financial markets, investments, and financial products
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- Competitive salary and benefits package
- Health and dental insurance
- 401(k) plan
- Paid vacation
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