Kickstart your financial services career with Chris Heaney Financial Services as an Associate Advisor based in Langley, BC. This client-facing role offers mentorship and the chance to learn essential skills in insurance and investment solutions.

As an entry-level Associate Advisor, you'll work directly under Chris Heaney, leveraging over 30 years of experience in the financial sector. This licensed role involves preparing tailored financial recommendations, meeting with clients to address their needs, and actively pursuing ongoing training. Success comes from a genuine passion for helping clients achieve financial security.

Key Responsibilities:
• Collaborate with the lead Advisor to provide financial services
• Attract new clients through strategic execution




• Conduct meetings to assess client needs and goals
• Develop personalized recommendations across financial products
• Manage client files and compliance documentation

Requirements:
• Life insurance license required at hire
• Mutual Fund license expected during role development
• 0-2 years client-facing experience or in financial services
• Degree or skilled experience preferred
• Excellent communication and interpersonal skills

Develop your skills and support clients in their financial journey with Chris Heaney Financial Services in Langley.
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📌 Associate Advisor in Langley, BC (British Columbia)
🏢 Chris Heaney
📍 British Columbia