Financial Planning Associate - Your Path to Becoming an Advisor
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 organizational 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.
We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills, in a supportive working environment, we’d love to hear from you.
Skills and Requirements:
· University degree (BComm / BBA) and/or Financial Management Diploma from BCIT
· Minimum three years of related experience in securities environment and/or financial planning, including customer service
· CIRO licensing required
· Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required
· Certified Financial Planner (CFP) or equivalent designation an asset (will be required)
· Life Insurance License (LLQP) and ISM securities trading system knowledge would be an asset
· Excellent typing and computer skills - MS Office, database experience
· Excellent interpersonal, verbal, and written communication skills
· Strong organizational skills and attention to detail
· Ability to work independently and as a team member
· Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
· Strong desire to provide high-quality client service
Duties and responsibilities:
· Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)
· Assisting with portfolio revisions and oversight of securities accounts
· New business processing (forms and trade orders)
· Client meeting support to Financial Advisor
· Administrative duties to Financial Advisor (daily trades, data entry, photocopy/scan)
· Client services via phone, email, fax and in person
To apply, please send your resume and cover letter to Fraser at mindworksconsulting@outlook.com. Phone number: 604-789-7475.
Please note: only those applicants selected for an interview will be contacted.
