Financial Planner

Financial Planner focuses on maintain your portfolio of clients using value-based relationship management practices, achieving performance targets.

What the role involves

• Maintain your portfolio of clients using value-based relationship management practices, achieving performance targets.

Skills and requirements

• · Minimum 3 years’ experience in financial planning.
• · A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration.
• Build COI relationships, and cultivate strong partner relationships.
• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

Confirmed role details

• 5022 50 AVE:LACOMBECity.
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
• Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate.