Financial Planner

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Financial Planner

Job Information
Author bc1247088
Date November 15, 2022
Deadline Open
Type Full Time
Company 1247088 BC LTD
Salary $33.50 - Per Hour
Location Kelowna, BC
Category Miscellaneous
Contact Information

Our company 1247088 BC LTD is currently hiring 1 Financial Planner to join our team as soon as possible.

Job Duties:

  • Develop personal financial plans for clients such as: finances, insurance coverage, taxes, retirement, cash management, investments, estate planning, legal matters
  • Analyze clients’ financial records
  • Plan a financial strategy
  • Guide clients on accomplish the financial plan
  • Arrange for the purchase and sale of financial products and investments
  • Monitor the portfolio to ensure its quality and profitability
  • Help to expand business and attract new clients.

Job Requirements:

  • A bachelor’s degree in business administration, commerce, economics or a related field is usually required
  • At least 2 years of experience in the field
  • Financial planners who sell regulated financial products and investments, such as annuities, RRSPs and life insurance, are required to be licensed by the appropriate governing body

Progression to financial management positions is possible with experience

  • Wage Rate: $33.50 per hour, Overtime wage will be given after 40 hours per week.

Work Location: #203- 145 Asher Road, Kelowna, BC, V1X 3H5

Aboriginal and Newcomers are welcome to apply!

Free lunch once a week !

How to apply:


Mail: #203- 145 Asher Road, Kelowna, BC, V1X 3H5

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