Wealth Planner for High-Value Members

Envision Financial; Penticton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent financial services firm in Canada is seeking a Financial Planner to manage a high-value portfolio and provide investment and financial planning advice. The successful candidate will work with members to identify their financial needs and help them consolidate investments, ensuring excellent service and compliance with all regulations. Ideal candidates should have a strong background in financial planning along with relevant qualifications such as a PFP designation.

Qualifications

• 5 years’ experience in financial planning/investment sales with proven target achievement.
• 2 years’ retail lending experience.
• Expert knowledge of investment industry, products, and principles of advice/financial planning.

Responsibilities

• Identify wealth and financial planning needs and deepen member relationships.
• Manage and grow an assigned portfolio of high-value members.
• Develop and execute an annual plan to secure new member accounts.

Skills

Financial planning expertise

Investment analysis

Sales and relationship building

Communication skills

Risk management understanding

Education

College, Trade or Tech School Diploma (2 years)

Bachelor’s Degree

Mutual funds license

PFP designation

CFP designation

Tools

Microsoft Office

Planning software like PlanPlus

Job description

A prominent financial services firm in Canada is seeking a Financial Planner to manage a high-value portfolio and provide investment and financial planning advice. The successful candidate will work with members to identify their financial needs and help them consolidate investments, ensuring excellent service and compliance with all regulations. Ideal candidates should have a strong background in financial planning along with relevant qualifications such as a PFP designation.