Job Description
Design personalized investment strategies for clients as a Financial Planner. Drive investment sales through networking and referrals while utilizing advanced financial solutions tailored to individual needs.
In this role, your focus will be on providing high-quality financial planning services, addressing the unique goals of both new and existing clients. You'll engage in proactive networking to enhance your client base and leverage internal relationships for maximum support. Be part of a dynamic team that emphasizes mutual success and development.
Key Responsibilities:
• Craft tailor-made financial planning strategies
• Acquire new clients and consolidate existing assets
• Connect clients with suitable internal resources
• Develop a network for business referrals
Requirements:
• Financial Planning Designation required (QAFP, PFP®, or CFP®)
• Mutual Funds License needed (IFIC or CSC)
• Minimum 2 years in ...
In this role, your focus will be on providing high-quality financial planning services, addressing the unique goals of both new and existing clients. You'll engage in proactive networking to enhance your client base and leverage internal relationships for maximum support. Be part of a dynamic team that emphasizes mutual success and development.
Key Responsibilities:
• Craft tailor-made financial planning strategies
• Acquire new clients and consolidate existing assets
• Connect clients with suitable internal resources
• Develop a network for business referrals
Requirements:
• Financial Planning Designation required (QAFP, PFP®, or CFP®)
• Mutual Funds License needed (IFIC or CSC)
• Minimum 2 years in ...