Financial Planning Associate

RGF Integrated Wealth Management; Vancouver; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Health and dental benefits

RRSP matching

Vacation and personal days

Job summary

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, is seeking a Financial Planning Associate to provide client-facing and administrative support to our Financial Advisory Team. This role offers growth potential and a clear path toward becoming a Financial Advisor.

Salary ranges from CAD 50,000 to CAD 75,000 annually, with compensation based on education, licensing, and experience.

Qualifications

• Bachelor's degree or BCIT Financial Management Diploma or equivalent.
• CIRO license required.
• CSC/CPH/Wealth Management Essentials or CIRO proficiency requirements must be met by 2026.

Responsibilities

• Process daily trades and client forms.
• Research and follow-ups on investments and insurance.
• Prepare financial plans, investment policy statements, and quotes for Advisors.
• Provide client service via phone, email, and in person.

Skills

Client service

Attention to detail

Organizational skills

Communication skills

Multitasking

Education

Bachelor's degree or BCIT Financial Management Diploma

Tools

Broadbridge Dataphile

Microsoft Dynamics 365

Job description

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Financial Planning Associate who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry with room to grow into a Financial Advisor.

If the job posting remains active, we are still accepting and reviewing applications. Our focus is on finding the right long-term fit for our team, so we are taking the time to thoughtfully evaluate candidates throughout the process.

Compensation will be based on the candidate's education, licensing, and relevant experience. The current salary range for this position is $50,000 to $75,000 annually.

Skills and Requirements

• Outstanding character and drive for excellence; strong desire to provide the highest-quality client service
• University degree and/or Financial Management Diploma from BCIT
• Minimum three years of related experience in securities environment, insurance, and/or financial planning, including customer service
• CIRO (previously IIROC) license required
• Have completed the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials course before 2026, or compliance with CIRO's new proficiency requirements applicable to the role.
• Certified Financial Planner (CFP) or equivalent designation is an asset
• Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) is an asset
• Life Insurance License (LLQP) is an asset
• Familiarity with Broadbridge Dataphile and Microsoft Dynamics 365
• Ability to be proactive, prioritize, and multitask in a fast-paced environment
• Excellent organizational skills and attention to detail
• Excellent interpersonal, verbal, and written communication skills
• Excellent typing and computer skills - MS Office, database experience

Duties and Responsibilities

• Administrative duties (daily trades processing, forms preparation, new business processing etc.)
• Research, process, and follow ups related to investments and insurance
• Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)
• Client services via phone, email, and in person
• Comprehensive Health and Dental Benefits
• Health Care and Taxable Wellness Spending Accounts
• Continuing Education Opportunities, Employee Assistance Program, Life Insurance
• Three weeks of Vacation per year as well as paid personal days
• RRSP matching
• Monthly engagement events and activities

We are building a team of high-potential individuals with outstanding character and drive. If you hold a bachelor's degree (in any discipline) and are committed to pursuing excellence in everything you do, we welcome your application.

Please note only those applicants selected for the next step in the hiring process will be contacted.