Financial Planner

Financial Planner focuses on this position will support both the truro and elmsdale branches.

What the role involves

• This position will support both the Truro and Elmsdale branches.
• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.

Skills and requirements

• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.
• 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

• 940 PRINCE ST:TRUROCity.
• 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.

Additional role context

• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.