Financial Planner
$85,000–$85,000 year
On-site · Penticton, British Columbia, Canada
Job Summary
The Financial Planner is tasked with managing a book of high-value members across assigned branch locations, offering comprehensive financial planning and investment advice. Key responsibilities include performing wealth discovery and analysis, meeting investment sales targets, managing a diverse portfolio, and executing business development plans to attract new members and enhance existing member relations. Candidates must possess a College Diploma and a Mutual Funds License, along with significant experience in financial planning or investment sales. Strong sales, communication, and relationship-building skills are crucial for success in this role.
Required Qualifications
- College, Trade or Tech School Diploma (2 years) required
- Mutual funds license required
- PFP designation required at minimum
- 5 years’ experience in financial planning/investment sales with the proven ability to consistently meet or exceed targets required
- 2 years’ experience with retail lending required
- Superior sales abilities including active listening, identifying business opportunities, influencing & negotiating, asking for the business
- Proven track record achieving or exceeding sales targets in retail lending and investment products and service
- Proven strong communication skills with ability to communicate both verbally and in writing or through presentations with a wide variety of people
- Proficient with computer software programs, e.g. Microsoft Office
- Demonstrated financial planning skills
- Proficient with planning software
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Desired Qualifications
- CFP designation considered an asset
- Proven track record of exceptional sales results preferred
- Retail banking experience preferred
- Expert knowledge of the investment industry, products, and the principles of investment advice/financial planning required
- Proven relationship building, networking, and client acquisition skills
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