Top Benefits
About the role
We’re Hiring: Financial Planner – Comox, BC
Company : World Financial Group (WFG)
About Us World Financial Group (WFG) empowers individuals from all backgrounds to become business owners in the financial services industry. Our mission is to make financial education, resources, and solutions accessible to everyone—so that more families can achieve long-term financial security and build generational wealth.
The Opportunity This is a full-time, on-site position in Comox, BC for a Financial Planner. You’ll have the opportunity to work in a supportive, entrepreneurial environment where you can grow professionally while making a meaningful impact in your community.
Responsibilities Conduct personalized financial needs assessments
Develop and implement tailored financial plans
Educate clients on retirement strategies, insurance, and wealth-building options
Stay up-to-date with financial products, market trends, and regulatory changes
Build lasting relationships with clients while guiding them toward their financial goals
Qualifications Proficiency in personal financial planning and retirement strategies
Strong communication and interpersonal skills
Analytical thinking and problem-solving ability
Self-motivated and able to work both independently and collaboratively
Prior client-facing experience is a plus
A background in finance, economics, or related fields is preferred
Licensing A financial services license is required for this role.
If you are not currently licensed, we provide guidance, mentorship, and full training support to help you obtain your license.
🔗 If you're passionate about financial literacy, driven to serve your community, and ready to build a purpose-driven business—we want to meet you.
📩 Message me directly for more details!
About World Financial Group (WFG)
Our Vision To give people from all backgrounds the power to become financial services business owners, so that every individual can access financial knowledge, products, and resources to prepare for a better future.
Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures.
www.worldfinancialgroup.com
Top Benefits
About the role
We’re Hiring: Financial Planner – Comox, BC
Company : World Financial Group (WFG)
About Us World Financial Group (WFG) empowers individuals from all backgrounds to become business owners in the financial services industry. Our mission is to make financial education, resources, and solutions accessible to everyone—so that more families can achieve long-term financial security and build generational wealth.
The Opportunity This is a full-time, on-site position in Comox, BC for a Financial Planner. You’ll have the opportunity to work in a supportive, entrepreneurial environment where you can grow professionally while making a meaningful impact in your community.
Responsibilities Conduct personalized financial needs assessments
Develop and implement tailored financial plans
Educate clients on retirement strategies, insurance, and wealth-building options
Stay up-to-date with financial products, market trends, and regulatory changes
Build lasting relationships with clients while guiding them toward their financial goals
Qualifications Proficiency in personal financial planning and retirement strategies
Strong communication and interpersonal skills
Analytical thinking and problem-solving ability
Self-motivated and able to work both independently and collaboratively
Prior client-facing experience is a plus
A background in finance, economics, or related fields is preferred
Licensing A financial services license is required for this role.
If you are not currently licensed, we provide guidance, mentorship, and full training support to help you obtain your license.
🔗 If you're passionate about financial literacy, driven to serve your community, and ready to build a purpose-driven business—we want to meet you.
📩 Message me directly for more details!
About World Financial Group (WFG)
Our Vision To give people from all backgrounds the power to become financial services business owners, so that every individual can access financial knowledge, products, and resources to prepare for a better future.
Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures.
www.worldfinancialgroup.com