RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Financial Planning Associate who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry with room to grow into a Financial Advisor.If the job posting remains active, we are still accepting and reviewing applications. Our focus is on finding the right long-term fit for our team, so we are taking the time to thoughtfully evaluate candidates throughout the process.Compensation will be based on the candidate's education, licensing, and relevant experience. The current salary range for this position is $50,000 to $75,000 annually.Skills and RequirementsOutstanding character and drive for excellence; robust desire to provide the highest-quality client serviceUniversity degree and/or Financial Management Diploma from BCITMinimum three years of related experience in securities environment, insurance, and/or financial planning, including customer serviceCIRO (previously IIROC) license requiredHave completed the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials course before 2026, or compliance with CIRO's new proficiency requirements applicable to the role.Certified Financial Planner (CFP)



or equivalent designation is an assetChartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) is an assetLife Insurance License (LLQP) is an assetFamiliarity with Broadbridge Dataphile and Microsoft Dynamics 365Ability to be proactive, prioritize, and multitask in a fast-paced environmentExcellent organizational skills and attention to detailExcellent interpersonal, verbal, and written communication skillsExcellent typing and computer skills - MS Office, database experienceDuties and ResponsibilitiesAdministrative duties (daily trades processing, forms preparation, new business processing etc.)Research, process, and follow ups related to investments and insuranceCase preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)Client services via phone, email, and in personComprehensive Health and Dental BenefitsHealth Care and Taxable Wellness Spending AccountsContinuing Education Opportunities, Employee Assistance Program, Life InsuranceThree weeks of Vacation per year as well as paid personal daysRRSP matchingMonthly engagement events and activitiesWe are building a team of high-potential individuals with outstanding character and drive. If you hold a bachelor's degree (in any discipline) and are committed to pursuing excellence in everything you do, we welcome your application.Please note only those applicants selected for the next step in the hiring process will be contacted.

📌 Financial Planning Associate (Vancouver)
🏢 RGF Integrated Wealth Management
📍 Vancouver