Financial Planner - Penticton - Envision Financial

    Envision Financial
    Envision Financial Penticton

    1 week ago

    Description

    We are currently seeking a Financial Planner to join our team.

    The ideal candidate will be responsible for working with high-value members across multiple branch locations to provide comprehensive investment and financial planning advice.

    Key Responsibilities

    • Develop personalized financial plans tailored to each member's goals and risk tolerance.
    • Analyze member needs through interviews, identifying areas of opportunity and recommending adjustments to their portfolio as needed.

  • Work in company

    Financial Planner

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