Plan Well. Live Happy.
Vancouver, BC
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry. For people seeking financial well-being, our financial advisors provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.
Hybrid · Vancouver
Provide organizational and administrative support to the Financial Advisor and team, including client inquiries, meeting scheduling, database maintenance, research, financial plans, statements, quotes, and marketing support. Process and follow up on securities, mutual fund, life insurance, and disability insurance transactions, and prepare product reports.
