PFP Specialist

Speculators Group is a main Financial Planning Center in Fredericton. We give a full scope of money related items and administrations to families, business visionaries, experts and entrepreneurs in the Greater Fredericton Area.

Drawing on past involvement in a bolster part in the money related administrations industry, youwill be in charge of planning composed budgetary arrangements for customers and imminent customers as asked for by Financial Advisors in the district office. You will likewise give preparing and support to the Financial Advisors and their groups on the Personal Financial Planner programming (PFP Online).

Particularly You Will:

Give support to the Financial Advisors on our monetary arranging programming

Help with the advancement of composed monetary reports, audit arranges, investigate and may go to customer or forthcoming customer gatherings

Give support and preparing on PFP Online to Financial Advisors in the area office

Perform different undertakings as appointed

To Qualify For This Opportunity You Should Possess:

At least two (2) years of involvement in the budgetary administrations industry

Information of money related arranging frameworks (PFP, NaviPlan®, and so on.)

A post-optional degree in an important business teach would be a benefit

FPSC Level 1, CFP® or F. Pl. accreditation or willing to get

Solid interpersonal and relational abilities and showed capacity to manufacture connections

Extra Information:

Please submit a cover letter and resume to joel.welch@investorsgroup.com.

This is a full time employment opportunity with an Investors Group Financial Services Inc. (“IGFS”) Regional Director who acts as an agent and an independent contractor for IGFS.

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