Job Board

Financial Advisor (bilingual French & English)

Company:
WealthBar Financial Services Inc.
Company Info:

Our founders pioneered the robo-adviser model in Canada in 2013. Today, the company is growing faster than ever through strategic partnerships with financial institutions. WealthBar's team of financial advisers,,client support experts and others are helping clients from coast to coast.

 

WealthBar offers premium, online investing portfolios and low-fee ETFs, along with unlimited, commission-free advice.

 

Location:
Vancouver, B.C.
Job Duration:
Full time
Posting Closing Date:
March 1, 2019
Employment Type:
Full-time
Contract Type:
Permanent
Job Description:
  • You love helping Canadians achieve their financial goals.
  • You want to help change the landscape in the wealth management industry.
  • Your friends and family come to you for financial advice.
  • You want to be part of an energetic, talented and supportive team.
  • Great news! WealthBar is looking for someone like you as a Financial Adviser! This position is a full-time role at our headquarters in Vancouver.
Job Responsibilities:

Some of what you’ll be doing

  • Providing advice to our clients on the phone, over email, and online messaging
  • Collaborating with team members to co-ordinate and improve client service
  • Participating in various initiatives such as client events, seminars, and presentations

 

Qualifications:
  • 3+ years' experience as a financial adviser and/or insurance representative
  • Fluent in both French and English
  • CFP designation
  • CIM or CFA
  • Awesome communication skills
  • A positive attitude
  • Proficient with software and technology
  • Excellent time management
  • Adaptable to fast changing work environment

 

You will stand out if you have:

 

Experience with life, disability, and critical illness insurance sales

Other designations relevant to the financial industry

How to Apply:

Please apply at https://secure.collage.co/jobs/wealthbar/8544

Additional Information:

Benefits

  • A great office conveniently located in Yaletown with great bike and transit accessibility
  • An amazing work culture and the opportunity to be part of a fun and exciting fintech company
  • RRSP and TFSA matching program and the expertise to help you invest it well
  • Excellent health benefits, including insurance and fitness stipend