financial planner - Surrey, BC - Job posting

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Financial Planner Verified This job posting has been provided directly by the employer through Job Bank’s employer job posting system.

Posted on September 11, 2019 by Employer details Legacy Family Office Ltd

Job details

  • Location 15288 54A Avenue Surrey, BC V3S6T4
  • Salary$$69,000 to $82,000YEAR yearly for 40 hours per week
  • Terms of employment Permanent
    Full time

  • 09:00 to 17:00
  • Start date As soon as possible
  • Benefits: Bonus, Disability Benefits, Medical Benefits, Dental Benefits, Group Insurance Benefits, Life Insurance Benefits, Vision Care Benefits
  • Vacancies 1 Vacancy
  • Job no. 1297346
  • Source Job Bank

Job requirements




Bachelor's degree

Credentials (certificates, licences, memberships, courses, etc.)

Canadian Institute of Financial Planning Course; Canadian Securities Course (CSC)


5 years or more

Specific Skills
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation; Prepare offering prospectus for new issues of stocks and bonds; Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Identify clients' financial goals and objectives; Arrange for sale of financial products and investments; Analyze clients' financial records; Develop financial plans for clients; Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Area of Specialization
Trust and estate administration; Investment underwriting; Financial planning
Security and Safety
Confidential security clearance
Work Conditions and Physical Capabilities
Fast-paced environment; Work under pressure; Tight deadlines
Work Location Information
Willing to relocate
Personal Suitability
Initiative; Effective interpersonal skills; Accurate; Team player; Excellent oral communication; Excellent written communication; Interpersonal awareness; Dependability; Judgement; Organized

Employment groups Help -

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Indigenous people, Persons with disabilities, Newcomers to Canada, Seniors, Veterans, Visible minorities, Youth

How to apply

By email:

Job location:

15288 54A Avenue

Advertised until:


Intended job posting audience

Anyone who can legally work in Canada can apply for this job. If you are not currently authorized to work in Canada, the employer will not consider your job application.

Important notice: This job posting has been provided directly by the employer through Job Bank’s job posting system. The Government of Canada has taken extra steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

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