Job opportunity
Financial Planning Associate
RGF Integrated Wealth Management
RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a
Financial Planning Associate
who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry with room to grow into a Financial Advisor.
If the job posting remains active, we are still accepting and reviewing applications. Our focus is on finding the right long-term fit for our team, so we are taking the time to thoughtfully evaluate candidates throughout the process.
Compensation will be based on the candidate's education, licensing, and relevant experience. The current salary range for this position is $50,000 to $75,000 annually.
Skills and Requirements
Outstanding character and drive for excellence; strong desire to provide the highest-quality client service
University degree and/or Financial Management Diploma from BCIT
Minimum three years of related experience in securities environment, insurance, and/or financial planning, including customer service
CIRO (previously IIROC) license required
Have completed the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials course before 2026, or compliance with CIRO's new proficiency requirements applicable to the role.
Certified Financial Planner (CFP) or equivalent designation is an asset
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) is an asset
Life Insurance License (LLQP) is an asset
Familiarity with Broadbridge Dataphile and Microsoft Dynamics 365
Ability to be proactive, prioritize, and multitask in a fast-paced environment
Excellent organizational skills and attention to detail
Excellent interpersonal, verbal, and written communication skills
Excellent typing and computer skills - MS Office, database experience
Duties and Responsibilities
Administrative duties (daily trades processing, forms preparation, new business processing etc.)
Research, process, and follow ups related to investments and insurance
Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)
Client services via phone, email, and in person
Comprehensive Health and Dental Benefits
Health Care and Taxable Wellness Spending Accounts
Continuing Education Opportunities, Employee Assistance Program, Life Insurance
Three weeks of Vacation per year as well as paid personal days
RRSP matching
Monthly engagement events and activities
We are building a team of high-potential individuals with outstanding character and drive. If you hold a bachelor's degree (in any discipline) and are committed to pursuing excellence in everything you do, we welcome your application.
Please note only those applicants selected for the next step in the hiring process will be contacted.
#J-18808-Ljbffr
Apply on source site Financial Planning Associate
who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry with room to grow into a Financial Advisor.
If the job posting remains active, we are still accepting and reviewing applications. Our focus is on finding the right long-term fit for our team, so we are taking the time to thoughtfully evaluate candidates throughout the process.
Compensation will be based on the candidate's education, licensing, and relevant experience. The current salary range for this position is $50,000 to $75,000 annually.
Skills and Requirements
Outstanding character and drive for excellence; strong desire to provide the highest-quality client service
University degree and/or Financial Management Diploma from BCIT
Minimum three years of related experience in securities environment, insurance, and/or financial planning, including customer service
CIRO (previously IIROC) license required
Have completed the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials course before 2026, or compliance with CIRO's new proficiency requirements applicable to the role.
Certified Financial Planner (CFP) or equivalent designation is an asset
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) is an asset
Life Insurance License (LLQP) is an asset
Familiarity with Broadbridge Dataphile and Microsoft Dynamics 365
Ability to be proactive, prioritize, and multitask in a fast-paced environment
Excellent organizational skills and attention to detail
Excellent interpersonal, verbal, and written communication skills
Excellent typing and computer skills - MS Office, database experience
Duties and Responsibilities
Administrative duties (daily trades processing, forms preparation, new business processing etc.)
Research, process, and follow ups related to investments and insurance
Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)
Client services via phone, email, and in person
Comprehensive Health and Dental Benefits
Health Care and Taxable Wellness Spending Accounts
Continuing Education Opportunities, Employee Assistance Program, Life Insurance
Three weeks of Vacation per year as well as paid personal days
RRSP matching
Monthly engagement events and activities
We are building a team of high-potential individuals with outstanding character and drive. If you hold a bachelor's degree (in any discipline) and are committed to pursuing excellence in everything you do, we welcome your application.
Please note only those applicants selected for the next step in the hiring process will be contacted.
#J-18808-Ljbffr