About this role
Financial Planner at Cgf. Location: Vancouver, British Columbia, Canada. Role: preparing plans, presenting plans, developing relationships Requirements: 5+ years in financial planning; CFP preferred; LLQP license preferred; proficient with Conquest; strong presentation and client-advisor education skills. Category: Finance and Accounting Seniority: Mid Level Tools: Conquest Certifications: llqp, cfp Commitment: Full Time Workplace: Onsite Languages: English