Financial Advisor / Planner, Langley  

Location: Langley, BC, Canada
Date Posted: 08-28-2017
Financial Advisor / Planner, Langley  

A fantastic opportunity to grow your career and income with a leading Independent Investment firm!! 
 
Do you have your own book of business? Tired of your overly structured work environment? The grind? The commute? The lack of flexibility? Do you have an entrepreneurial spirit? Want to design your own book of business, own objectives, own hours, take extra vacation, make a whack of money? This is the role for you!
 

Who our client is
An established Independent Investment firm 



What the role encompasses
  • Preparation and delivery of complex financial plans and strategies
  • Business Development - building your portfolio of business by attracting new clients
  • Attending client meetings
  • Networking and developing professional external relationships
  • Maintaining professional financial planning practice standards: training, development, code of conduct
 
Who you are

• CFP designated
• IIROC licensed or willing to obtain within 12 months (BC)
• 3+ years of experience in a similar role accompanied by an existing portfolio of BC business  
• Advanced MS Office skills  
• Excellent written and verbal communication skills
• Strong entrepreneurial spirit with the ability to work independently
• Meticulous attention to detail
• Strong problem solving and analytical skills
• Ability to meet multiple deadlines in a high-volume environment
• Confidential, discreet and highly organized
 
 
Salary & Benefits
Sky is the limit, no commission cap! 
 
Interested?
Apply below
 
Only applicants with the legal right to work in Canada can be considered for this opportunity.
We thank all those who express interest in this opportunity however only those short-listed we be contacted.
Apply Below

TalentSphere Staffing Solutions Inc.

www.talentsphere.ca

Canada
Toronto: 416-900-3435
Calgary: 587-333-7929
Montreal: 438-448-4300
Vancouver: 778-807-9777

International Offices
USA Toll-Free: 1855-900-3435

UK - London: 0333-344-8008
Ireland - Dublin: 01-531-3535

 Temporary | Permanent | Interim
 
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