Job Description

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a

Financial Planning Associate

who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is a position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry with room to grow into a Financial Advisor.

We offer a competitive and comprehensive compensation and benefits plan and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we would love to hear from you.

If the job posting is up, we are still actively reviewing applicants. At this time, we are trying to find the right fit for our team and are willing to wait until we find the right person.

Skills and Requirements:

University degree (BComm / BBA) and Financial Planning Supplement through CSI or Financial Management Diploma (Financial Planning) Associate Certificate from BCIT

Minimum three years of related experience in securities environment, insurance, and/or financial planning, including customer service

CIRO (previously IIROC) license required

Certified Financial Planner (CFP) or equivalent designation is an asset

Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) is an asset

Life Insurance License (LLQP) is an asset

Familiarity with Broadbridge Dataphile and Microsoft Dynamics 365

Excellent interpersonal, verbal, and written communication skills

Strong organizational skills and attention to detail

Ability to be proactive, prioritize, and multitask to meet deadlines in a fast-paced environment

Ability to work independently and as a team member

Strong desire to provide high-quality client service

Duties and responsibilities:

Administrative duties (daily trades processing, forms preparation, new business processing etc.)

Research, process, and follow ups related to investments and insurance

Case preparation (research, financial plans, investment policy statements, quotes, etc.)

Client meetings support (inquiries, scheduling, meeting preparation)

Client services via phone, email, and in person

To Apply

Please e-mail your cover letter and resume to kleon@rgfwealth.com. Use "Your Name - Financial Planning Associate" in the subject line of your email.

Please note only those applicants selected for the next step in the hiring process will be contacted.

Job Type: Full-time

Pay: $55,000.00-$70,000.00 per year

Benefits:

Extended health care Paid time off RRSP match
Application question(s):

Are you CIRO (IIROC) licensed? Do you have any insurance processing experience? How many years of experience do you have in financial planning and/or portfolio management?
Work Location: In person