Financial Planner - Partner - Growth Financial Corp at Aviso Wealth

Creston, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

27 Feb, 26

Salary

70000.0

Posted On

29 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Investment Strategies, Cash Management, Risk Management, Retirement Planning, Estate Planning, Analytical Skills, Communication Skills, Interpersonal Skills, Compliance, Mutual Funds, Financial Analysis, Holistic Financial Plans, Proactive Communication, Client Service

Industry

Financial Services

Description

Financial Planner / Mutual Fund Representative Company: Growth Financial Corp. / Aviso Wealth Location: Creston, British Columbia Job Type: Full-time Salary & Benefits Base Salary: $50,000 – $70,000 plus performance-based commission · Comprehensive health and dental insurance · Retirement savings plan with matching employer contributions · Paid vacation · Professional development and certification support Your New Career & Lifestyle in Creston, BC Are you a financial professional feeling burned out by the big-city commute, high cost of living, and a corporate culture that prioritizes sales quotas over client-first advice? Imagine a career where you can practice true financial planning, build deep relationships with clients, and have a direct impact on their well-being—while living in the heart of the Kootenays. Creston, BC, is a vibrant community nestled between the Selkirk and Purcell mountains, offering a slower lifestyle with a lower cost of living and unparalleled four-season access to mountains, hiking, skiing, and the pristine Kootenay Lake. We are not just offering a job; we are offering life the way you want it. Your Role as a Financial Planner As a Financial Planner, you will be responsible for nurturing and growing a client practice built on trust and comprehensive advice. This is a planning-first role, supported by a firm that values your professional judgment. Key Responsibilities: · Listen closely to clients to identify aspirations and long-term financial goals. · Develop and implement holistic financial plans covering investments, cash management, risk, retirement, and estate planning. · Conduct detailed analysis of clients’ financial records to create customized strategies. · Build and maintain long-term, trust-based relationships through proactive communication and exceptional service. · Grow your book of business organically through referrals and ethical advice. · Manage client service and administrative needs with precision and confidentiality. Qualifications & RequirementsMust-Have: · Active registration as a Mutual Fund Dealing Representative with CIRO (or predecessor MFDA). · Completion of the Investment Funds in Canada (IFC) or Canadian Securities Course (CSC). · 2–3 years of experience in a client-facing financial advisory or planning role. · Clean compliance record and client-first mindset. · Strong interpersonal, analytical, and communication skills. · To hold out as a Financial Planner, the individual must have an FP designation. CFP, PFP, QAFP, etc Our Commitment to Your Development: Willingness to obtain the Life License Qualification Program (LLQP) within 12–18 months. Preferred (Assets): · Certified Financial Planner (CFP®) designation (or in progress). · Experience with financial planning software. About Us Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Insurance products are offered through Growth Financial Corp., a strategic partnership between StellerVista Credit Union and Creston & District Credit Union. Growth Financial Corp. is a licensed life insurance agency offering financial planning, life insurance, and investments. All insurance products are subject to applicable policy terms and legislation. Products sold through Growth Financial Corp. are not guaranteed or insured by a deposit insurer.

Responsibilities

As a Financial Planner, you will nurture and grow a client practice built on trust and comprehensive advice. You will develop and implement holistic financial plans while maintaining long-term relationships through exceptional service.