Hybrid Wealth Management & Insurance Planner – Vancouver

A leading insurance brokerage in Vancouver is seeking a Wealth Management and Insurance Planning Specialist to manage and expand client portfolios. The role includes maintaining client relationships, analyzing financial situations, and offering tailored financial advice. Candidates must hold LLQP certification and be mutual fund licensed, with advanced knowledge in secure funds and client services. The position offers hybrid working arrangements and a competitive compensation package including bonuses.
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