Wealth Planner - Squamish
$75,000–$75,000 year
On-site · Squamish, British Columbia, Canada
Squamish, British Columbia, CanadaOn-siteFull Time$75,000–$75,000 yearMid LevelLicense Or CertificationLarge
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Large
Job Summary
As a Wealth Planner, you will provide quality financial planning and advice, recommend investment products and services focusing on Socially Responsible Investments (SRI), and build and maintain a book of investment accounts. You'll identify member needs, collaborate with other specialists, and offer ongoing coaching to branch staff. Ideal candidates have at least 2 years of experience in the financial industry, relevant licenses, and strong relationship-building skills.
Required Qualifications
- 2 or more years of financial industry experience
- Mutual Fund License (CSC or IFIC program)
- Excellent Relationship Building Skills
- A solid grasp of the financial services industry
- PFP/CFP designation
Desired Qualifications
- Previous experience managing a portfolio of member relationships in a wealth management or similar role
- A specialized post-secondary diploma in Business Administration / general undergraduate degree
Additional Requirements
- Encouragement for candidates who self-identify as Indigenous, Black, or Trans to apply
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