Financial Associate/Marketing/Prospecting
W&P Management Inc - Cranbrook, BC

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W&P Management Inc contracts to Investors Group Financial Services Inc throughout the Kootenays to market and provide Financial Planning Services to clients and prospects/clients of Wally Eddy – President of W&P Management Inc.
The Financial Planning process includes – Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Cash Management (includes Mortgages, Line of Credit and Credit Cards) as well as Insurance Planning that includes – Life, Disability, Long Term Care, Disability.
At Investors Group we take the time to: Analyze, explain, advise and solve financial problems and Concerns of our clients – our approach is unique because we recognize individual differences and we provide a Personal Financial Program for each of our clients.
I am seeking a highly skilled individual that has:

  • Motivation to build a career in financial planning
  • Fully licensed in BC and Alberta (or will become licensed)
  • The ability to work with an existing client base as well as marketing and prospecting for new high valued clients
  • Team work skills as well as Word and Excel skills
  • A high level of initiative with the ability to multitask and prioritize.

THIS IS A FULL TIME OR PART TIME POSITION - HOURLY WAGE WITH BONUS POTENTIAL


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