Wealth Planner: Build Clients' Financial Futures

Everything Financial Group; Victoria; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services organization in Victoria is seeking a financial planner to identify and analyze clients' financial goals, develop plans, and provide recommendations on investments and insurance. Candidates should have a secondary school diploma and relevant certifications, along with effective communication skills. This position offers a permanent role with a wellness program and performance bonuses.

Benefits

Bonus

Wellness program

Qualifications

• 1 year to less than 2 years of experience required.
• Knowledge of life insurance products is essential.

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Make recommendations regarding cash management, insurance, and investment planning.

Skills

Efficient interpersonal skills

Excellent oral communication

Excellent written communication

Organized

Team player

Education

Secondary high school graduation certificate

Canadian Securities Course (CSC)

Tools

MS Office

Job description

A financial services organization in Victoria is seeking a financial planner to identify and analyze clients' financial goals, develop plans, and provide recommendations on investments and insurance. Candidates should have a secondary school diploma and relevant certifications, along with effective communication skills. This position offers a permanent role with a wellness program and performance bonuses.