My independent HollisWealth financial planning office is looking for an Investment Advisor to provide support to our Senior Investment Advisor and to provide outstanding service to our new and existing clients. Are you, or do you know anyone who is a reliable self-starter with experience keeping an office running smoothly, preferably in the financial services industry?
HollisWealth is a leading full-service financial services firm that is driven by an unwavering commitment to building lasting client relationships. As an established, independent IROC financial planning office, the Campbell River branch is proud to be in the top 20% of HollisWealth advisors across Canada for assets under administration.
This is a full-time permanent position. Competitive wage range commensurate with experience with options for extended health, dental and retirement benefits. Some training will be provided. Willingness to continue education relevant to the financial industry is important. Visit this link for full details on the job or give me a call.
Brent and Darlene really enjoy their 'toys' and their lifestyle. In the last few years, they bought themselves a big screen TV, a stereo system, two expensive new vehicles, a ski boat and took a tropical vacation, mostly on credit. They also used their credit cards to pay for numerous restaurant... Read more
Alicia was about to sign the papers on her new vehicle when she noticed an additional charge of a little over $3,400 for insurance on the Bill of Sale. When she asked the finance manager what it was for, he said, 'Well, that's for the life and disability insurance for your car loan.' She was left... Read more
It is required by the Income Tax Act that a Registered Retirement Savings Plan (RRSP) must be closed by the end of the year in which the planholder (annuitant) reaches age 71. At that time, the annuitant must decide what to do with their retirement savings. They have three options - cash in the... Read more