Financial Planning Assistant (Vancouver) in Vancouver, British Columbia For Sale
| Details for: | Financial Planning Assistant (Vancouver) |
| Price: | $50 |
| Date posted: | 22 February 2012 |
| Type: | For Sale - Private |
| State: | British Columbia |
| City: | Vancouver |
| Category: | Accounting & Bookkeeping Jobs |
| Other: | The ad is older than 2 months. |
| Contacts: | Reply by email |
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Rogers Group Financial in Vancouver is seeking a qualified individual to perform the following duties;
- To assist a Financial Advisor in the Financial Planning Process, including new client acquisition, financial review, and client relations, completing financial plans and performance analysis
- Trade processing and data management - (i.e opening new accounts, trade processing, etc)
- Dealing with client calls - (researching and solving problems).
Rogers Group Financial (www.rogersgroup.com) is a full service financial planning firm.
Candidate must have written and passed the CSC and CPH and have securities experience. Willing to train for other aspects required for the position for the best candidate.
Location: Vancouver
Compensation: $50,000 or more based upon experience
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
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