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Senior Financial Planning Specialist

1 month ago

Surrey, British Columbia, Canada FRC ENTERPRISES INC. Full time

We are seeking a Senior Financial Planning Specialist to join our team at FRC Enterprises Inc.

About the Role

This is a permanent, full-time position working 40 hours per week with a competitive salary and benefits package.

As a Senior Financial Planning Specialist, you will play a key role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

You will work closely with our team to make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.

The successful candidate will have strong analytical and communication skills, with the ability to supervise staff and work independently.

About You

To be successful in this role, you will require:

  • A secondary (high) school graduation certificate and equivalent experience or 1 year to less than 2 years of experience in a related field;
  • Excellent analytical, problem-solving, and communication skills;
  • Ability to work independently and as part of a team;
  • Strong organizational and time management skills;
What We Offer

FRC Enterprises Inc. offers a comprehensive benefits package, including a dental plan, work term of permanent, and language of English.

The estimated annual salary for this position is $65,000-$85,000, depending on experience and qualifications.