Financial Planner Assistant at Valley Wide Insurance Services Ltd
Abbotsford, BC, Canada -
Full Time


Start Date

Immediate

Expiry Date

26 Oct, 25

Salary

60000.0

Posted On

26 Jul, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning

Industry

Financial Services

Description

We’re growing and are looking for a new member in our team! Our company is built on over 30 years experience in the financial planning field. We are community-based, purpose-driven organization that offers a full range of financial products and services. With offices in BC and Alberta we are a growing company and would love to have you join our team.
Do you enjoy helping people achieve their financial dreams? Be our new Financial Planning Assistant in the Abbotsford area. You will be responsible for providing support to our Sr Advisors and wealth clients, primarily assisting the Sr Advisors with their day-to-day sales and service activities efficiently and effectively. The Financial Assistant assists with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at VWFG.

How To Apply:

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Responsibilities
  • Be a part of a financial planning team!
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