Discover jobs
Job Search
financial advisor
Posted on November 01, 2024 by Employer details VantageOne Financial Corp.
Job details
At VantageOne, we are neighbors helping neighbors. We have been helping our neighbors since 1944 when our first branch was opened in the North Okanagan. We are driven by a strong set of values that guide our actions and define our commitment to our members, clients, and employees. We are passionate about our Members and Clients, we are Action Driven to explore ways to innovation and simplify our member and client experiences, we take Ownership and Accountable for our actions and we are always striving to Be the Best. In addition, we are dedicated to promoting Diversity, Equity, Inclusion, and Reconciliation (DEIR) in all aspects of our organization. Our mission is clear, we provide our communities with access to member-focused advice, high-quality financial services, and help our communities grow. We are seeking a *Financial Planner* capable of building the business by offering financial guidance and support to our valued clients. This role provides an exciting opportunity to advance your career within a supportive, team-oriented environment. *The Role Provides:* * *Guaranteed Base Salary:* We offer a competitive starting annual base salary of $75,000 plus commission. Base salary grows with size of book managed. Commissions are a percentage of production. Our compensation package includes a great benefits plan, paid vacation time, and RRSP contributions without requiring you to invest your own earned income. * *Seamless Transition:* Step into a well-maintained portfolio, allowing you to hit the ground running. * *Truly Local:* Our wealth office is located in North Vernon, and you will engage with clients in any of our offices in a professional atmosphere fully supported with central digital client files, technical tools and expert administrative support to service clients and develop business opportunities any way the client prefers; in person, over the phone and digital meetings. * *Collaborative Environment:* Thrive in our team-oriented work environment, where your contributions are valued and recognized. Enjoy the support of steady referrals from branch colleagues. *Make a Difference:* Be part of a team that makes a positive impact on our clients and in the community. *Key Responsibilities:* * Provide personalized financial planning advice to wealth clients based on their unique needs and goals. Engage in proactive sales and business development opportunities to grow your book, enhance your income, and contribute to VantageOne?s Vision by developing long term relationships with clients. * Develop tailored financial plans, including investment, insurance, retirement and estate strategies * Maintain strong relationships with existing clients while growing your network of clients * Collaborate with other team members to offer the highest level of wealth service and expertise *Qualifications:* *Licenses and Certifications*: * Licensing to sell Mutual Funds * Life, Accident and Sickness License in British Columbia * Certified Financial Planner (CFP) designation, or actively working toward completion within 2 years * We welcome applications from candidates with experience in one or more areas who may be in the process of completing certifications or moving from independent advising and interested in a more team-oriented setting. *Who We?re Looking For:* * An energetic business builder committed to improving clients? financial positions and achieve their goals. * A motivated advisor committed to excellence and ongoing professional development * A candidate who values community, prioritizes client well-being, and thrives in a collaborative environment * Someone who is proactive, organized, and ready to bring their skills and knowledge to a progressive, growing organization If you?re ready to take your career to the next level with a supportive and innovative team, we?d love to hear from you! *We welcome applications from all interested; however, only those selected for an interview will be contacted.* Job Type: Full-time- LocationVernon, BC
- Workplace information On site
- Salary$75,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9511534833
Important notice: This job posting has been provided by a partner site. Job Bank is not responsible for this content.
Report a problem with this job posting
- Date modified: