Financial Planning Consultant
$80,000–$100,000 year
On-site · Victoria, British Columbia, Canada
Victoria, British Columbia, CanadaOn-siteFull Time$80,000–$100,000 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Accountable for providing direct support in a designated market for in branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations. Engage, support and deliver client-facing planning for target clients and drive financial planning initiatives while developing strong internal networks to enhance overall effectiveness.
Required Qualifications
- University degree
- 5+ years of related experience
- Knowledge of Canadian taxation and pension legislation
- Excellent verbal and written communication skills
- Ability to work independently and collaboratively
Desired Qualifications
- Brokerage industry experience
- CSC
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