Hybrid Financial Planning & Retirement Consultant

Co-operators Group Limited; British Columbia; Hybrid; CAD 63,000 - 107,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Financial Planning and Retirement Consultant in British Columbia. This role involves delivering holistic financial planning solutions and consulting on investment options to clients. Ideal candidates will have 4 years of financial services experience and relevant licenses. The position offers career growth, training opportunities, and a competitive compensation package, reflecting a hybrid work model.

Benefits

Training and development opportunities

Community involvement opportunities

Competitive compensation and benefits

Qualifications

• 4 years of experience in the financial services industry, especially in investment and life product sales.
• In-depth knowledge of Individual, Life and Group wealth products.
• Experience conducting financial planning consultations.

Responsibilities

• Provide holistic financial planning solutions.
• Consult with inbound clients to assess their investment options.
• Conduct annual reviews of financial plans.
• Deliver educational sessions to clients on wealth management.

Skills

Financial services experience

Communication skills

Sales portfolio management

Client relationship building

Education

Post-secondary degree in Business or Finance

Mutual Fund License

Life License Qualified Program (LLQP)

Financial Planning designation

Job description

A leading Canadian financial services co-operative is seeking a Financial Planning and Retirement Consultant in British Columbia. This role involves delivering holistic financial planning solutions and consulting on investment options to clients. Ideal candidates will have 4 years of financial services experience and relevant licenses. The position offers career growth, training opportunities, and a competitive compensation package, reflecting a hybrid work model.