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    • Seeking licensed Investment Advisor able to continue building upon their existing book that is looking to add to their professional credentials while building a…
    • Support financial advisors in preparing client proposals and financial plans.
    • Experience or familiarity with financial services industry.
    • Develop financial plans for clients.
    • Identify clients' financial goals and objectives.
    • Arrange for sale of financial products and investments.
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    • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
    • To help deliver a great client experience, you’re…
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    • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
    • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships .
    • To help deliver a great client experience, you’re…
    • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
    • Previous experience in a financial institution is required.
    • The competencies for this position would require a minimum grade twelve diploma, plus two to three…
    • Have a strong belief in the importance of holistic financial planning.
    • Explain issues and concepts related to the overall financial planning process.
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    • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
    • To successfully perform the work, you’ll be on-site…
    • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships .
    • To help deliver a great client experience, you’re…
    • Follow up with advisors and support advisor outreach as needed to move plans and client discussions forward.
    • Accurately input and maintain client information in…
    • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
    • To help deliver a great client experience, you’re…
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    • Experience in financial planning and investment sales is preferred.
    • Conducting in-depth reviews for assigned clients including retirement planning, wealth…
    • Prepare financial projections under your mentor’s guidance.
    • Analyze clients’ financial needs, objectives, risk tolerance, and investment horizon.
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Job Post Details

Investment Advisor - job post

Acumen Capital Partners
101-2655 Mary Hill Rd, Port Coquitlam, BC V3C 6R9
$50,000.00–$139,221.35 a year - Full-time

Job details

Pay

  • $50,000.00–$139,221.35 a year

Job type

  • Full-time

Location

101-2655 Mary Hill Rd, Port Coquitlam, BC V3C 6R9

Benefits

Pulled from the full job description

  • Paid time off
  • Dental care
  • Life insurance
  • Extended health care
  • On-site parking

Full job description

Seeking licensed Investment Advisor able to continue building upon their existing book that is looking to add to their professional credentials while building a Wealth Management Practice.

Job Type: Full-time

Pay: $50,000.00-$139,221.35 per year

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off

Work Location: In person

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