Junior Financial Advisor

Platinum Recruiting inc.

Description

Platinum Recruiting is working with a wealth management company that specializes in offering focused financial advisor services along with acquisition and succession planning for advisors in niche communities. They are now looking to add a Junior Financial Advisor to their team!

Our client is looking for a young advisor seeking the opportunity to shadow one of the largest and well-known advisors within the Kootenay region. The ideal candidate would be customer focused, happy with travelling around the Kootenay and interior region, and have their own vehicle.

Reporting to the office manager, the junior financial advisor will also be completing the following:

Duties and Responsibilities:

  • Managing a large book of clients
  • Assisting with mutual funds, life insurance, and financial planning needs
  • Liaise with clients within the Kootenay, Kelowna, and surrounding areas
  • Offering knowledgeable advice on different financial packages offered
  • Clearly communicate with other senior advisors in the industry
  • Schedule meetings in a timely manner to meet client needs

 

Qualifications:

  • Certified Financial Planner License
  • Life Insurance License
  • Industry experience (preferred)

 

How to Apply

If this sounds like your next opportunity, please send your resume to admin@platinumrecruiting.ca