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Financial Planner
| Location: | Whistler, Squamish-Lillooet, British Columbia, Canada |
|---|---|
| Job Type: | Permanent |
| Posted: | 23rd Jun 2008 |
| Closing Date: | 31st Oct 2008 |
| Posted By: | David Aplin Recruiting |
| Details: | |
| Financial Planner Join a large growing Financial Banking firm as a Financial Planner. This role will be focused on the mass affluent customer segment with responsibilities to maintain market share through acquisition of Money-in assets. The financial planner offers sound financial planning and advice with a focus on Retirement and Investment Planning. Responsibilities: • Ensuring all opportunities for sales are identified, closed and/or referred, while meeting established sales goals • Adhering to both professional practices and standards • Increasing customer satisfaction and improve service delivery • Maintaining financial planning and investment industry knowledge • Building and continue to develop personal interaction skills • Participating in training programs, industry courses to upgrade skills, obtain and maintain accreditation requirements • Contributing to the development and success of the FP team • Promoting a positive image of the firm Qualifications: • Licensed to sell Mutual Funds • 3-5 years of industry experience • Must posses a valid CSC and one of PFP or CFP or PFPC • Must be a team player with excellent relationship building skills and demonstrated ability to gather assets • Must have excellent communication skills (oral and written); excellent presentation skills • Must have demonstrated ability in developing internal and external networking relationships | |
| Sorry! This job is no longer active as the closing date for applications has passed. You can view other vacancies from this company (if they have any) by clicking on their name above, alternatively we may have some suggestions for similar vacancies listed below that might be of interest. | |
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