Financial Planner / Mutual Fund Representative
Company: Growth Financial Corp. / Aviso Wealth
Location: Creston, British Columbia
Job Type: Full-time
Salary & Benefits
Base Salary: $50,000 – $70,000 plus performance-based commission
· Comprehensive health and dental insurance
· Retirement savings plan with matching employer contributions
· Paid vacation
· Professional development and certification support
Your New Career & Lifestyle in Creston, BC
Are you a financial professional feeling burned out by the big-city commute, high cost of living, and a corporate culture that prioritizes sales quotas over client-first advice?
Imagine a career where you can practice true financial planning, build deep relationships with clients, and have a direct impact on their well-being—while living in the heart of the Kootenays.
Creston, BC, is a vibrant community nestled between the Selkirk and Purcell mountains, offering a slower lifestyle with a lower cost of living and unparalleled four-season access to mountains, hiking, skiing, and the pristine Kootenay Lake. We are not just offering a job; we are offering life the way you want it.
Your Role as a Financial Planner
As a Financial Planner, you will be responsible for nurturing and growing a client practice built on trust and comprehensive advice. This is a planning-first role, supported by a firm that values your professional judgment.
Key Responsibilities:
· Listen closely to clients to identify aspirations and long-term financial goals.
· Develop and implement holistic financial plans covering investments, cash management, risk, retirement, and estate planning.
· Conduct detailed analysis of clients’ financial records to create customized strategies.
· Build and maintain long-term, trust-based relationships through proactive communication and exceptional service.
· Grow your book of business organically through referrals and ethical advice.
· Manage client service and administrative needs with precision and confidentiality.
Qualifications & RequirementsMust-Have:
· Active registration as a Mutual Fund Dealing Representative with CIRO (or predecessor MFDA).
· Completion of the Investment Funds in Canada (IFC) or Canadian Securities Course (CSC).
· 2–3 years of experience in a client-facing financial advisory or planning role.
· Clean compliance record and client-first mindset.
· Strong interpersonal, analytical, and communication skills.
· To hold out as a Financial Planner, the individual must have an FP designation. CFP, PFP, QAFP, etc
Our Commitment to Your Development:
Willingness to obtain the Life License Qualification Program (LLQP) within 12–18 months.
Preferred (Assets):
· Certified Financial Planner (CFP®) designation (or in progress).
· Experience with financial planning software.
About Us
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Insurance products are offered through Growth Financial Corp., a strategic partnership between StellerVista Credit Union and Creston & District Credit Union. Growth Financial Corp. is a licensed life insurance agency offering financial planning, life insurance, and investments. All insurance products are subject to applicable policy terms and legislation. Products sold through Growth Financial Corp. are not guaranteed or insured by a deposit insurer.
