Financial Planner, Investment Specialist - North Vancouver Island

Updated: June 16, 2024 05:33 PM GMT

Jooble

Courtenay, BC

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Requisition ID: 201096 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with... More Detail