Financial Planner

Location:	Vancouver, Greater Vancouver, British Columbia, Canada
Job Type:	Permanent
Posted:	23rd Jun 2008
Closing Date:	21st Jul 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

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