Associate Financial Advisor
Location
city of langley, metro vancouver regional district
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
Education and Certifications
Bachelor's degree. Canadian Securities Course (CSC).
Work Setting
Investment firm, Financial services industry.
Responsibilities
- Advise on trust account investments.
- Identify clients' financial goals and objectives.
- Analyze clients' financial records.
- Develop financial plans for clients.
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
Knowledge and Experience
- Computer and technology: Bloomberg Terminal, MS Office.
- Area of work experience: Mutual funds.
- Specializations: Financial planning, Financial examination, Financial investigation, Trust and estate administration, Financial technology, Trading, Wealth management.
Physical and Work Conditions
- Fast-paced environment.
- Work under pressure.
- Tight deadlines. <...