Financial Planner Investment and Retirement Planning

This Financial Planner Investment and Retirement Planning opportunity is built around driving for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Where the work sits

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate.

How the role works day to day

Driving for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do? Develop external business referral sources through networking, marketing, and your centres of influence. A flexible work schedule based on client preferences and your own work/life balance.

Practical details

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
• Additional detail: Flexible working options may be available.

What needs to be in place

• Mutual Funds License (IFIC or CSC).
• Minimum 2 years’ experience in financial planning.