Associate Financial Planner - MFDA

Location(s):

Coquitlam Branch, Austin Heights

Job Type:

Full Time Regular

Starting Salary Range:

$55,000.00 - $66,000.00

Background Screening Requirement:

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

Job Title:

Associate Financial Planner (MFDA)

Overview

The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain...