Company: Arc’teryx

Location: North Vancouver, BC

Job description: Department: Guest Services Reports to: Manager, Guest Services Training Location: North Vancouver, BC… members, ensuring training is practical, relevant, and aligned with company goals Working closely with the training Manager…
This position in the Guest Services department in North Vancouver, BC reports to the Manager of Guest Services Training. Responsibilities include developing and delivering training programs for staff members that are practical, relevant, and in line with company objectives. Collaboration with the training Manager is essential in achieving these goals.
Job Description

Financial Planner

Our company is seeking a motivated and experienced Financial Planner to join our team. In this role, you will be responsible for providing financial advice to clients, analyzing their financial situations, and creating customized financial plans to help them reach their goals.

Responsibilities:
– Meet with clients to assess their financial goals and objectives
– Develop personalized financial plans based on the client’s needs and risk tolerance
– Present financial recommendations and strategies to clients
– Monitor and review client accounts to ensure they are meeting their financial goals
– Stay up-to-date on industry trends and changes in financial regulations

Qualifications:
– Bachelor’s degree in finance, economics, or related field
– Certified Financial Planner (CFP) designation preferred
– Minimum of 3 years of experience in financial planning
– Strong analytical and problem-solving skills
– Excellent communication and presentation abilities

If you are passionate about helping clients achieve their financial goals and have a strong background in financial planning, we would love to hear from you. Apply now to join our team!

Expected salary: $70000 – 85000 per year

Job date: Sat, 22 Feb 2025 02:01:10 GMT