CEO, Founder at Westgroup Financial Management Inc
Company Description
Westgroup Financial Management Inc. assists families, individuals, and corporations in creating holistic financial plans by implementing investment and insurance strategies to mitigate taxes and create wealth. The company offers full-service investment planning, insurance planning, estate planning, retirement planning, wealth protection, and various investment options such as exempt market investments.
Role Description
This is a Full-Time Commission Based hybrid role for a Financial Advisor / Wealth Advisor located in the Province of BC, Alberta, Saskatchewan, Manitoba and Ontario. Westgroup is Head Officed in South Surrey, BC and is looking for bringing on top talent with experience in the Financial Industry as an Independent Broker working mobile with access to office space for client meetings. The Financial Advisor will be responsible for implementing investment and insurance strategies, providing retirement planning services, and offering financial advisory to clients on various financial matters with the help and guidance of the Westgroup Management Team.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance, Investment and Insurance expertise
- Experience in providing Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Knowledge of Canadian tax laws and regulations
- Certifications Required/Mandatory: LLQP Certification
- Other Certifications:
