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Financial Planner

2 months ago

Richmond, British Columbia, Canada NBC Full time

About the Role:

We are seeking a skilled Financial Planner to join our team at NBC. As a Financial Planner, you will be responsible for advising clients on their financial plans and helping them achieve their life goals.

Key Responsibilities:

  • Conduct financial needs assessments to identify clients' investment and financing needs
  • Develop and implement personalized financial plans to meet clients' goals
  • Provide ongoing financial guidance and support to clients
  • Identify business development opportunities to grow client relationships and portfolio
  • Ensure compliance with regulatory requirements and risk management standards

Requirements:

  • Bachelor's degree or equivalent recognized by the FP Canada
  • Diploma from FP Canada, Certified Financial Planner (CFP) or be on track to obtain it within 12 months
  • Mutual fund representative (MFR) licence
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field

What We Offer:

  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to cutting-edge technology and tools
  • Flexible benefits package

Language: English