| Employer | Ogloff Financial Services |
| Salary | $45,000-60,000 annually with bonus |
| Terms | Permanent F/T |
| Start Date | asap |
| Requirements |
Required: LLQP (Full) license MFDA Mutual Fund license Preferred: QAFP (Qualified Associate Financial Planner) designation Post-secondary education in finance, economics, or a related field Relocation to Grand Forks BC Skills: Strong communication and interpersonal skills Detail-oriented with analytical thinking Proficient with financial planning tools and Microsoft Office Able to work independently and in a team environment |
| Duties |
Prepare financial portfolios and conduct wealth recommendation analyses Assist with insurance preparation and follow-ups Engage directly with clients to gather data and resolve inquiries Support our digital presence through social media and content creation Build and maintain strong client relationships Explore opportunities to build your own client base Stay current with financial regulations and industry trends |
| To Apply | Please use the contact information as directed in the listing. https://jobs.glowinthecloud.com/west-kootenay/20250806001?l=en |
| Contact Name | Mia Gardiner |
| Address | 7323 3 St, Grand Forks, BC V0H 1H0 |
| Location | Creston |
| Phone | (250) 608-1876 |
| Fax | |
| mia@wkra.ca | |
| Website | https://jobs.glowinthecloud.com/west-kootenay/20250806001?l=en |
| Date Posted | 2025-08-11 |
| Date Ending | 2025-09-08 |