Financial Planner

Richmond, BC, Canada

Job Description

b'

Job position: Financial Planner Hourly pay: $33.65 Weekly hour: 35 Type: Permanent, full-time Working location: 400- 3820 Cessna Dr. Richmond, BC V7B 0A2 Fountana Group headquartered in Vancouver, BC has a diversified portfolio of global businesses in trading, beverage, real estate and metal recycling businesses. Based in Vancouver, BC, Fountana Group is actively involved in the global trading of raw commodities such as logs, timber, iron ore, coal and other previous metal trades. Job duties: \xc2\xb7 Analyze clients\xe2\x80\x99 financial statuses, such as income, expenses and liabilities \xc2\xb7 Prepare sound financial plans to ensure clients meet their goals \xc2\xb7 Advise clients on current financial issues and make recommendations \xc2\xb7 Examine and suggest financial opportunities, such as insurance plans, investments \xc2\xb7 Prepare and develop sound plans and budgets for clients \xc2\xb7 Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning \xc2\xb7 Customize financial plans according to clients\xe2\x80\x99 changing needs \xc2\xb7 Help client implement their plans and carry out transactions \xc2\xb7 Present and sell suitable financial products and services \xc2\xb7 Find and approach prospective clients \xc2\xb7 Build strong relationships to retain existing clients \xc2\xb7 Maintain update knowledge of regulations, practices and financial products Requirements: \xc2\xb7 A bachelor\xe2\x80\x99s degree in business administration, commerce, economics, accounting, finance or related field is required \xc2\xb7 5 years work experiences in finance, business, accounting or related field are required Benefit: \xc2\xb7 Paid Annual Vacation Method to Apply: If you are interested our position, please send us your resume and cover letter through email. Please understand only qualified candidate will be contacted. Job Types: Full-time, Permanent Salary: $33.65 per hour Schedule:
  • Monday to Friday
Experience:
  • financial planning: 5 years (preferred)
Work Location: One location

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Related Jobs

Job Detail

  • Job Id
    JD2141104
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Richmond, BC, Canada
  • Education
    Not mentioned