Financial Planner

Position Name

Financial Planner

Position Description

G&F Financial Group is a progressive organization that creates opportunities by investing in our people, our members and our communities. Together we make dreams happen. Currently, we are looking to fill a key position in our Wealth Management Department and are accepting applications for Financial Planners.

The Financial Planner will establish client relationships in order to maximize business opportunities. You will take the initiative to utilize the branch network and existing membership as well as develop external sources to build the portfolio.

This position is the primary resource for investment and mutual fund transactions (over a designated value) and is responsible for providing holistic financial advice. The Financial Planner will be registered to sell a full array of investments and is qualified to provide detailed financial planning services.

This position will actively participate in all branch campaigns and promotions. The Financial Planner maintains a high profile and the image of G&F Financial Group as the financial institution of choice in the branch trading area, by establishing member client and non-member client relationship and business contacts.

Qualifications Required

You will have 3 to 5 years direct experience managing a portfolio of clients, providing comprehensive financial planning advice and providing investments and deposit solutions (terms, registered products). You are a CFP, and have successfully completed the Canadian Securities Course and/or IFIC.

Job Reference Number


Closing Date

January 25, 2013

Job Location

Lower Mainland, BC

How to Apply

If you share the values of G&F Financial Group (people, financial strength, integrity, community, communication, and partnerships and teamwork), and are committed to providing excellent service to those you serve, visit to apply.

We sincerely thank all applicants for their interest; however, only those selected for an interview will be contacted.


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