Personal Financial Planner

  • Full Time
  • Anywhere

Murrick Insurance Services(New Westminster) Ltd.

Murrick Financial Services is a group of insurance agencies and financial planners organized under a common philosophy of providing exceptional service and integrity to every customer. Murrick insurance and financial planning advisors provide comprehensive financial advice and quality products to individuals, families, and business owners. With an integrated planning-based approach, our clients are able to simplify their complex financial issues through innovative and personalized solutions. By not representing any single investment company, bank or life insurer, our clients have access to the entire product marketplace, with a full spectrum of financial products that best fit their unique needs.

Position: Personal Financial Planner

Hourly Wage: C$37.5 (C$56.25/h after 8 hours in a day or 40 hours in a week)

Job Type: Full-time

Work Location:  206 East Columbia Street, New Westminster BC V3L OE3

Hours of Work: vary between 8:00 am to 6:00 pm/ 5 days per week(40 hours / week)

Responsibilities:

·         Ability to make presentations to help the clients understand the investment opportunities.

·         Help clients to determine financial objectives, risk tolerance, and other information needed.

·         Ability to provide client-centric investment solutions and guide the clients to make correct long-term and short-term investment strategies through various investment products.

·         Continuous monitoring of the suggest investment performance and informing the clients of the updates of their investment.

·         Identifying additional investment business development opportunities.

Skills & Experience:

·         A bachelor’s degree in business administration, finance or a related field

·         3+ years of financial planning or investment sales experience

·         Excellent networking, client acquisition and interpersonal skills

·         Excellent communication and interpersonal skills

·         Intermediate to advanced computer skills including good working knowledge of Microsoft Office programs

 

Please send your resume via email to insurancemurrick@gmail.com

Only selected candidates will be contacted for an interview.

 

Murrick Insurance Services (New Westminster) Ltd.

206 East Columbia Street, New Westminster BC V3L OE3

To apply for this job email your details to insurancemurrick@gmail.com.