Financial Planner Job in COURTENAY, BC - Adecco
Français

Adecco jobs for you

Share this job

Bookmark and Share


Job Summary
Financial Planner
Location: COURTENAY, BC Category: Accounting & Finance
Status: Direct Hire Reference: ca_en_2_026578_11618
Posted: August 17,2016 Salary: N/A

Print image email image
Apply Now

Financial Planner l $50K - $65KBase+Commission+Bonus l Courtenay, BC l Permanent


Adecco Professionals has partnered with a well-respected financial institution that offers a rich culture and personal long-term growth for individuals that understand exceptional services and maintaining business relationships. The Financial Planner proactively indentifies customer financial needs and implements relevant financial solutions accordingly.

Financial Planner Responsibilities:

Maximize business opportunities by engaging customers in meaningful conversations and having helpful approach to save, grow and protect and improve members financial well-being
Working in partnership with specialist partners such as Mobile Insurance & Estate Specialist to ensure customer insurance needs are met
Execute superior reviews and ongoing retention of customer relationships
Identify opportunities for transactional banking, small business and general insurance opportunities and refer to different business lines
Maintain branch satisfactory compliance and file administration
Participate in Branch campaigns, initiatives and activities
Follow regulatory requirements as well as company’s policy and procedures.

Financial Planner Requirements:

Minimum 3 years with a financial institution, preferably in retail banking
Investment Funds InCanada(IFIC) Licensed
Pursuing Certified Financial Planner (CFP) or Personal Financial Planning (PFP)
You are sales Pro and regularly achieve sales target!

If you are interested in the Financial Planner position in Courtenay, BC please apply Now!




Print image email image
Apply Now
ComponentArt CallBack :: Demo version.

Please reload the page to continue with your evaluation.

You can purchase the full version here.

**Note: Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.**