Senior Financial Advisor opportunity in Kimberley emphasizing wealth preservation, risk management, and investment linked insurance expertise. Work through hybrid client consultations and collaboration.
In this senior advisory position, you will create personalized solutions supporting clients' long term financial goals. Responsibilities include analyzing individual and corporate needs, explaining complex concepts, recommending insurance and investment products, and maintaining lasting relationships. Compliance and ethical standards remain essential.
Key Responsibilities: Present personalized plans covering insurance and investments
Recommend life insurance, annuities, and linked products
Provide risk management and wealth preservation advice




Conduct regular client reviews and proactive engagement
Stay current with markets, regulations, and products
Requirements: Knowledge of retirement and estate planning
Minimum five years' Financial Advisor experience
Record of meeting sales and satisfaction targets
Robust analytical, problem solving, and interpersonal skills
Ability to explain complex financial concepts clearly
Use investment knowledge, risk expertise, and presentation skills to deliver compliant financial guidance for Kimberley clients and businesses.

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📌 Senior Wealth And Risk Advisor (British Columbia)
🏢 Placements24
📍 British Columbia