Financial Planner

Company Description Assante Financial is a full service financial company with financial planning at it’s core. We are a fast moving six member team that is growing quickly to serve a growing client base. Role Description This is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC.

As a Financial Planner, you will be responsible for providing financial guidance to an existing client base. Qualifications Excellent knowledge of financial planning principles and techniques Strong analytical skills and attention to detail Effective communication and interpersonal abilities Proficiency in financial planning software and tools Relevant certification such as CFP (Certified Financial Planner) is a plus Bachelor’s degree in Finance, Accounting, Business, or related field Prior experience in financial planning or wealth management