GIBBINGS & ASSOCIATES is a leading Kelowna based Private Wealth Management practice. We provide a full range of financial products and services to more than 300 families*, entrepreneurs, professionals and business owners in the Kelowna and surrounding areas. We have been in practice for 26 years.
Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated/managed and disciplined individual with an entrepreneurial spirit who has a passion for servicing and working with clients.
THE OPPORTUNITIES
• Be part of one of the top Investors Group Private Wealth Management teams in British Columbia
• Front of the line access to Investors Group Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Team
• Be mentored by one of the most experienced and successful Investors Group advisors in British Columbia
• Opportunity to build and be rewarded for your own equity; and
• Join a company that finished first, for 9 consecutive years, in the ‘Ongoing Training’ category of the Investment Executive Dealers’ Report Card among Full-Service Dealers.(2009-2017)
SPECIFICALLY YOU WILL
• Provide financial planning support to GIBBINGS & ASSOCIATES Private Wealth;
• Develop and formulate concepts, using a financial planning software, intended to implement financial planning strategies;
• Support all business development activities and assist in the development of investment plans and written proposals for prospects and clients;
• Complete needs analysis for clients using a Financial Planning Software;
• Prepare presentations and concept pieces for use in implementing financial planning strategies; and
• Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.
THE BENEFITS
• Strong total compensation package, including bonuses and rewards based on sales results;
• Entrepreneurial culture that promises personal growth and development in the high net worth market; and
• Modern work environment and flexibility in your schedule.
TO QUALIFY FOR THIS OPPORTUNITY YOU SHOULD POSSESS
• Experience in the financial services industry;
• Knowledge of financial planning systems (PFP, NaviPlan, etc.);
• Knowledge of tax and financial planning products and services (personal and collective);
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), in BC, Life License Qualification Program (LLQP) or willing to obtain;
• CFP® designation or willing to obtain.
• Strong interpersonal skills and demonstrated ability to build relationships.
CONTACT US
Please email your resume to rod.gibbings@igpwm.ca
ABOUT GIBBINGS & ASSOCIATES
Website https://www.gibbingsandassociates.com/
Testimonials https://www.gibbingsandassociates.com/testimonials
LinkedIn https://www.linkedin.com/in/rodgibbings/