Marin Investments Ltd Looking for Financial Planner at Vancouver, BC Full Time

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals. *Responsibilities* * Analyze clients’ financial statuses (e.g. income, expenses and liabilities) * Examine and suggest financial opportunities (e.g. insurance plans, investments) * Develop sound plans and budgets for clients * Customize financial plans according to clients’ changing needs * Help clients implement their plans and carry out transactions * Present and sell suitable financial products and services * Find and approach prospective clients * Build strong relationships to retain existing clients * Maintain updated knowledge of regulations, practices and financial products *Requirements and skills* * Proven experience as financial planner or similar role; experience in sales or customer service is an asset * Ability to analyze financial information and comply with regulations * Proficiency in MS Office and CRM systems * Attention to detail and strong math skills * Strong ethics, with a customer-oriented attitude * Outstanding communication skills, with the ability to foster long-term relationships * Valid professional license (e.g. Series 7 & 66) * BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus

Job Type: Full-time

Salary: $19.00-$34.00 per hour

Benefits:

• Automobile allowance
• Casual dress
• Commuter benefits
• Company car
• Company events
• Company pension
• Dental care
• Disability insurance
• Discounted or free food
• Employee assistance program
• Employee stock purchase plan
• Extended health care
• Flexible schedule
• Housing allowance
• Language training provided
• Life insurance
• On-site childcare
• On-site gym
• On-site parking
• Paid time off
• Profit sharing
• Relocation assistance
• RRSP match
• Stock options
• Store discount
• Tuition reimbursement
• Vision care
• VRSP
• Wellness program
• Work from home

Schedule:

• 10 hour shift
• Monday to Friday
• Weekends only

Supplemental pay types:

• Bonus pay
• Commission pay
• Overtime pay
• Retention bonus
• Signing bonus

Ability to commute/relocate:

• Vancouver, BC: reliably commute or plan to relocate before starting work (required)

Experience:

• financial planning: 1 year (preferred)

Licence/Certification:

• CFP (preferred)

Willingness to travel:

• 25% (preferred)

Work Location: One location