CFP Financial Planner - Wealth & Retirement Advisor

Coast Capital; Victoria; On-site; CAD 60,000 - 70,000; Full time

Job summary

A prominent financial services company in Victoria is seeking a Financial Planner to manage member portfolios and build relationships. The ideal candidate will have a CFP designation and relevant experience. This role involves advising on investment strategies, utilizing financial planning tools, and enhancing client relationships. A competitive salary range of $60,000 to $70,000 plus commission is offered, along with flexible work options.

Benefits

Customizable benefits

Flexible work options

Retirement options

Mortgage and auto financing benefits

Employee volunteer program benefits

Qualifications

• 3-5 years of relevant experience required.
• Eligible for registration with the BC Securities commission.
• Canadian Securities course beneficial but not essential.

Responsibilities

• Manage portfolio of existing members.
• Conduct discovery meetings for financial needs.
• Review portfolio performance and provide education.

Skills

Client relationship building

Financial advising

Sales skills

Investment product knowledge

Communication

Education

Post-secondary degree or diploma in related field

CFP designation

Tools

Financial planning software

Salesforce

Job description

A prominent financial services company in Victoria is seeking a Financial Planner to manage member portfolios and build relationships. The ideal candidate will have a CFP designation and relevant experience. This role involves advising on investment strategies, utilizing financial planning tools, and enhancing client relationships. A competitive salary range of $60,000 to $70,000 plus commission is offered, along with flexible work options.