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Assante Vancouver Centre

Junior Financial Planner

Canada-British Columbia-Vancouver

Downtown1502508

Company Information

From their offices at Georgia and Seymour, downtown Vancouver financial planners Mike Berton and Cathie Hurlburt offer comprehensive financial planning services, with a special focus on planning and managing retirement, family changes and adapting to other life transitions. As award-winning financial planners and industry leaders, Mike and Cathie have the respect of their peers in the financial planning field. But the best measure of Mike and Cathie’s expertise is the peace of mind experienced by their clients.


Job Description

Job description

A highly professional, tax-oriented, comprehensive financial planning practice is looking to bring on a junior planner to assist two senior planners in servicing their clients. This role provides the opportunity to join a successful financial practice located in downtown Vancouver. This is a tremendous opportunity for a career-oriented person in the financial services industry looking to join a full-service practice. The successful candidate will be mentored to help develop more advanced advisory skills, with the goal of taking on a primarily client-facing role. We are seeking an entrepreneurial individual, as the position may lead to future ownership potential for the right person.

Responsibilities

  • Play an integral role as part of a team of professional financial planners and administrators
  • Assist in the preparation of financial plans
  • Support the preparation of quarterly reports and tax input as needed
  • Attend client meetings with financial planners in the office as required
    • Assist in the completion of required materials and tasks before, during and after client meetings

    • Take detailed notes at client meetings

    • Ensure any necessary follow up is completed in a timely fashion 

  • Serve as a back-up to form preparation, financial reports, insurance or annuity quotes on occasion when administrators are absent
  • Engage clients on a regular basis by handling incoming and outgoing calls to provide client service & support

Qualifications

  • Minimum of three years of related work experience in financial services
  • Experience or familiarity with basic accounting and/or tax preparation is an asset
  • Experience or familiarity with NaviPlan is an asset 

Skills and abilities

  • A highly-motivated individual and the willingness to learn the practice from the ground up
  • High interest in career development and taking on more advisory responsibilities as the opportunity arises
  • Excellent client-facing skills with the ability provide a high-quality client experience
  • A demonstrated understanding and commitment to the six-step financial planning process
  • Excellent organizational skills
  • Strong multitasking skills with the ability to prioritize high urgency/sensitive items
  • Excellent analytic and problem solving skills
  • Ability to obtain a high level of accuracy and a strong attention to detail
  • An understanding of paperwork requirements for investment transactions
  • Understanding of back office procedures and compliance in an MFDA environment
  • Strong knowledge of personal insurance products (e.g. Life, LTD, CI, LTC and group benefits)
  • Excellent written and verbal communication skills
  • Highly proficient in Word, Excel, Outlook, Salesforce, Profile, One Note and electronic filing systems such as Laserfiche

Education/training

  • CFP or at a minimum be enrolled and on track to completing
  • Post-secondary education
  • IFIC course or CSC successfully completed
  • BC Life and Accident Insurance License is an asset

Additional notes

Please apply with your current resume to: hurlberton.admin@assante.com.

We thank all applicants for their interest; however only those selected for an interview will be contacted.


Contact Information

Assante Vancouver Centrehurlberton.admin@assante.comhttps://www.assante.com/advisors/churlburt/home.html
Posting Date: 14-Mar-2017Financial Advisors Permanent, Full-Time Open 101-May-2017
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