Wealth Planner - Build Client Goals & Solutions

TD; Prince George; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading financial institution in Prince George is seeking a Financial Planner to assist clients in achieving their financial goals. Candidates should have a passion for financial planning, a strong background in the financial services industry, and excellent problem-solving skills. This position offers competitive compensation and opportunities for professional growth in a collaborative environment.

Benefits

Health and well-being benefits

Savings and retirement programs

Paid time off

Career development opportunities

Qualifications

• 3 – 5 years within the financial services industry managing client relationships.
• Deep understanding of the industry and the regulatory environment.
• Experience in high value sales and business development.

Responsibilities

• Identify clients' life and financial goals.
• Contribute to team and department goals.
• Monitor service and productivity.

Skills

Financial planning

Relationship management

Business development

Communication

Problem-solving

Education

University Degree (preferred)

Canadian Securities Course (CSC) or CFA Level 1

CIRO Registered Representative (RR) license

Certified Financial Planner (CFP) designation

Job description

A leading financial institution in Prince George is seeking a Financial Planner to assist clients in achieving their financial goals. Candidates should have a passion for financial planning, a strong background in the financial services industry, and excellent problem-solving skills. This position offers competitive compensation and opportunities for professional growth in a collaborative environment.