graduate qualification a requirement, preferably CFP •Computer literacy (intermediate): MS Office suite
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong
purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
preferred. Professional certifications such as CFA or CFP a plus. Minimum of 8 years of experience in financial
preferred. Professional certifications such as CFA or CFP a plus. Minimum of 8 years of experience in financial