Financial Advisor

1 week ago

Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time US$110,000 - US$125,000 per year

RGF Integrated Wealth Management (RGF), a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for a
Financial Advisor
to independently manage a block of clients under an existing Financial Advisory Team. This is an excellent position for someone looking to cultivate strong long-term customer relationships and deliver excellent customer service.

For this full-time, permanent position, we offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we'd love to hear from you.

Skills and Requirements:

  • University degree (BComm / BBA) and/or Financial Management Diploma from BCIT
  • Minimum three (3) years of advisory experience
  • CIRO (previously IIROC) license required
  • Life Insurance License (LLQP) required
  • You have completed or are working toward your Certified Financial Planner (CFP) or equivalent designation
  • 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:

  • Build strong relationships with clients
  • Establish service levels and apply to clients
  • Develop comprehensive financial plans based on individual client needs
  • Portfolio revisions and oversight of securities accounts
  • Prospect new business

Benefits:

  • Comprehensive Health and Dental Benefits
  • Health Care and Taxable Wellness Spending Accounts
  • Continuing Education Opportunities, Employee Assistance Program, Life insurance
  • RRSP matching
  • Monthly engagement events and activities

Salary Range: $110,000-125,000

Please note that only those applicants selected for an interview will be contacted.
No telephone calls or recruitment agencies will be accepted.

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