Details:
Sonia Edwards, Division Director with the Investors Group Campbell River region office is seeking a highly motivated individual to join her team as an Associate Consultant. This is a great opportunity for those interested in a career in financial planning. Investors Group has a great training and mentorship program for candidates interested in financial planning, but come from different industries.
As an Associate Consultant, you will work closely with Sonia Edwards to provide financial advice to clients, by aiding in the development, review and maintenance of their written financial plan. Career growth and advancement opportunities are possible.
Qualifications & Experience:
The successful candidate will have proven experience working directly with clients to provide a quality service while also building and strengthening the relationship. This candidate also brings with them the following:
• Strong communication skills.
• The ability to work well in a team environment.
• Experience with contact relationship management systems.
• Self-confidence and self-driven attitude.
• An entrepreneurial spirit.
• Experience in the financial services industry an asset, but not required.