Greenfeld Financial Management

We are hiring for the position of Associate Financial Advisor!

Greenfeld Financial Management is an independent wealth management firm located in South Delta, BC and has been in business for 32 years. We provide retirement planning, estate planning, insurance, loans/banking and other referral products for residents in BC and Alberta. Jeffrey Greenfeld, the owner, provides investment management and is licensed with iA Private Wealth Inc., a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

POSITION SUMMARY:
The Associate Financial Advisor’s primary focus is to proactively grow the Assets Under Management (AUM) for the branch office by attracting new clients as well as maintaining relationships with existing clients. The Advisor will assist clients in securing their financial goals by reviewing their investment objectives and risk tolerance while recommending suitable wealth management solutions that reduce risk through disciplined rebalancing. The job requires commuting to our office in South Delta.
Contact [email protected] for more information.

Be sure to stop by our tent at the 13th Annual Tree Lighting Festival and snap a festive picture at our holiday photo booth! It’s the perfect way to capture the magic of the evening! 🙌 Receive a free 4x6 postcard and access to your digital gallery! Free Girl Guide Cookies to the first 100 families!

📅 Thursday, November 27th | 6–7:30pm
📍 Ladner Village — Corner of 48th Avenue & Delta Street

💼 Greenfeld Financial is proud to be part of the Ladner community, offering trusted financial planning, investment, and insurance services to help families and local businesses achieve their goals. Our team is dedicated to building lasting relationships and supporting the community we serve. 💙