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Seeking Investment Advisor or Associate

We are looking for a financial advisor to run our Qualicum Beach office. This would be one following people

* An associate
* An advisor
* A senior advisor

This is not an entry level position and is ideal opportunity for an individual with 5+ years of experience in financial planning or investment management. This is a service advisor/planning centric position that does require some business development. The individual should be polished and professional and capable of providing holistic financial advice.

Job Description/Key Areas of Responsibility
- Extensive communication with clients
- Build and strengthen relationships with new and existing clients
- Ability to discuss investment performance, economic and market trends
- We will be responsible for client meeting
- Develop a knowledge of the client's entire financial and family situation
- Understand and promote investment models and fee-based asset management approach

- 5+ years of related experience
- CSC, CPH and (but not required) LLQP and/or CFP
- Self-motivated, a strong work ethic and commitment to a career as an Investment Advisor

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Ad Id28229378
PostedSeptember 23, 2016
Expiry October 23, 2016
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