Elevate your financial planning career as an Associate Financial Planner. Engage with members, manage portfolios, and collaborate on business development activities to enhance financial well-being.
This full-time role focuses on supporting Financial Planners by assisting with portfolio management and business development. You'll provide essential administrative support, engage in community networking, and maximize business opportunities while building strong relationships with members. The position requires sound industry knowledge to advise on insurance and investment needs, working toward a fulfilling member experience.
Key Responsibilities:
• Manage day-to-day administrative operations
• Collaborate on marketing and business development strategies
• Schedule appointments and manage FP communications
• Prepare financial planning and trading documents
• Deliver member services during FP's absence
Requirements:
• PFP and CFP certifications required
• Robust understanding of financial planning processes
• Excellent communication and relationship-building skills
• Previous experience in financial services preferred
• Ability to work outside standard hours if necessary
Drive member success by delivering exceptional support and cultivating valuable relationships within the financial advisory landscape.
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Apply on Kit Job: kitjob.ca/job/2fsetk
📌 Dynamic Associate Financial Planner Supporting Business Growth and Member Experience (Vancouver)
🏢 Coast Capital Savings
📍 Vancouver
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