Chris Heaney
Holistic Financial Services Associate
Job Description
Join Chris Heaney Financial Services as an Associate Advisor in Langley, BC, and help clients build financial security across British Columbia. Focus on life insurance, mutual funds, and tailored recommendations in an entry-level role.
This role offers mentorship from a seasoned Advisor and opportunities to develop essential financial advisory skills. You will directly support clients, helping to analyze their financial needs and implementing strategies to achieve their goals. You'll also work towards obtaining your mutual fund license in time.
Key Responsibilities:
• Assist in delivering holistic financial services
• Conduct client meetings to assess needs
• Implement insurance and investment strategies
• Prepare client proposals and documentation
• Engage in marketing and networking for referrals
Requirements:
• Must acquire life insurance license (LLQP) upon hiring
• 0–2 years of relevant client-facing experience
• Degree in a related field preferred...
This role offers mentorship from a seasoned Advisor and opportunities to develop essential financial advisory skills. You will directly support clients, helping to analyze their financial needs and implementing strategies to achieve their goals. You'll also work towards obtaining your mutual fund license in time.
Key Responsibilities:
• Assist in delivering holistic financial services
• Conduct client meetings to assess needs
• Implement insurance and investment strategies
• Prepare client proposals and documentation
• Engage in marketing and networking for referrals
Requirements:
• Must acquire life insurance license (LLQP) upon hiring
• 0–2 years of relevant client-facing experience
• Degree in a related field preferred...