Mobile Financial Advisor

Gibsons, British Columbia
Praxis Performance Group Inc.
Our client is seeking an experienced professional to join their financial services team as a Mobile Financial Advisor (MFA) on the Sunshine Coast.

The Sunshine Coast, just northwest of Vancouver, is a community of picturesque towns dotted along the ocean and home to about 30,000 people. The Sunshine Coast boasts a blend of water and land activities, spectacular views, beaches and parks, and a strong sense of community.

Under direction from the executive team, the MFA is responsible for working directly with members and prospective members to provide sound advice and financial solutions in the form of investments and loans. This is a business development and a customer relationship role with a responsibility to grow as well as maintain the business. This varied and vibrant role requires independence, motivation, exceptional customer service and a working knowledge of financial services.

You have a minimum of two years in financial services, including one year in a lending capacity. Educational requirements of the role include a mutual funds licence, in addition, the willingness to obtain your Certified Planner Designation and Canadian Securities Licence. Well-developed time management and interpersonal skills are also required, as is the ability to identify opportunities, network and build relationships. You also possess a valid driver's licence, reliable transportation and the ability to work evenings and weekends. Our client is looking for a contributor with well-developed business development skills and a team player capable of working effectively in a member and community driven environment.

The salary range for this position is competitive and includes a full range of benefits. You won't want to miss the opportunity to live in a spectacular community with abundant natural beauty and to join a motivated team that prides itself on being progressive, proactive, and committed to serving the needs of its membership.

If this sounds like the position for you, we would love to hear from you. Please respond with a résumé and covering letter to: no later than March 30, 2018.

Praxis Performance Group is an HR and Recruitment Firm located on the Sunshine Coast of beautiful BC. We take the time to get to know our clients and candidates; focused on fit, we work with organizations who know their greatest resource is their team.
Type:Full Time
Level:Experienced (Non-Manager)

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