02 Aug
|
Desjardins Financial Security Independent Network
|
British Columbia
02 Aug
Desjardins Financial Security Independent Network
British Columbia
Desjardins Financial Security Independent Network, based in South Surrey, BC, is seeking an Associate Financial Planner to support senior advisors with financial plans, information gathering, and investment/insurance recommendations.
You will schedule meetings, prepare reports, maintain planning records in CRM tools, and help ensure compliant, high‑quality client service while staying current on market trends.
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📌 Associate Financial Planner – Wealth Management (British Columbia)
🏢 Desjardins Financial Security Independent Network
📍 British Columbia