Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
1mo
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Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$105k-$135k/yr OnsiteFull Time
3+ YOECFP credential; 3-5+ years of financial planning for business owners/HNW clients; experience with planning software; client meetings; knowledge of financial products; Excel/PowerPoint/Word; strong communication, analytical, and time management; able to manage multiple projects.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Financial planning software (e.g., Naviplan, WealthPath, Conquest)