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STRIVE Recruitment

Financial Planner, Investment and Retirement Planning - Campbell River

Details
Full Time
6 days ago


Financial Planner, Investment & Retirement Planning

Campbell River, BC

ABOUT US

STRIVE is a Vancouver based recruitment firm offering recruitment solutions in the specialist areas of Accounting, Finance, Construction, Operations, and Corporate Administration. We are passionate about recruitment at STRIVE and commit to offering an upfront, genuine and consultative approach to everything we do. Visit striverecruitment.ca for more of our current searches.

THE ROLE

STRIVE are currently partnered with one of the world's leading banks on the recruitment of a Financial Planner, Investment & Retirement Planning. As the Financial Planner, Investment & Retirement Planning, you will develop relationships with and create custom investment solutions for prospective and existing clients at the bank. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.

As the Financial Planner, Investment & Retirement Planning, you will drive new investment sales and provide world-class advice and solutions to help clients achieve their long-term goals.

With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. On top of this, the role will be based at your designated branch along with your home office, allowing you to plan your own day and create some work/life balance.

RESPONSIBILITIES

•Provide tailor-made financial planning advice and solutions using their unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

•Acquire and consolidate existing and new-to-bank clients and assets

•Connect clients with the right team members to help continuously meet their needs

•Develop external business referral sources through networking, marketing, and your centers of influence

EXPERIENCE REQUIRED

•Financial Planning Designation (PFP or CFP)

•Mutual Funds License (IFIC or CSC)

•Minimum 2 years' experience in financial planning

•Proven networking and client acquisition skills

•Ability to cultivate strong partner relationships

CLICK NOW TO APPLY!

Category
Accounting