Financial Planner – Personal Finances

  • Part Time
  • Kelowna, BC
  • Posted on May 27, 2021
  • Vacancy: 4
  • Salary: 17.50 hourly for 35 hours per week

Financial Planner – Personal Finances

Salary $17.50 hourly for 35 hours per week
Job Type Part Time
Vacancy 4
Job ID 27042524
Employer name
Posted Date 27-05-2021
Expired at 27-02-2022


Job requirements




College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
or equivalent experience

Credentials (certificates, licences, memberships, courses, etc.)

Canadian Institute of Financial Planning Course; Canadian Securities Course (CSC); Investment Funds Institute of Canada (IFIC) Accreditation


1 year to less than 2 years

Specific Skills
Analyze clients’ financial records; Develop financial plans for clients
Area of Specialization
Financial planning
Work Setting
Investment firm
Work Conditions and Physical Capabilities
Attention to detail
Personal Suitability
Initiative; Accurate; Team player; Organized
Job Location