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Financial Planner: Craft Personalized Investment Plans

Job in Richmond, BC, Canada
Listing for: Coast Capital Savings
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Metro Vancouver is seeking a Financial Planner to manage client portfolios and provide tailored financial solutions. Responsibilities include conducting discovery meetings, advising on investments, and fostering long-term relationships with members. Candidates should possess a CFP designation and relevant experience in financial planning.

This role offers opportunities for growth and comprehensive benefits, promoting an inclusive environment.
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