Financial Planner

This Financial Planner opportunity is built around developing external business referral sources through networking, marketing, and your centres of influence. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Where ownership 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.

What the role carries

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. Innovative mobile technology to ensure your success.

What the role depends on

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

Practical details

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