Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 years
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 years
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background Apply now
Minimum 10 years experience as financial advisor CFP English first language Must be very presentable Excellent
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
Post Graduate Degree in Financial Planning with CFP status.
Experience:
minimum of 4 years' experience working as an Analyst. CFP or CFA is highly advantageous. Due to the clients
(strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth and