The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
resignation dealth , disability and Retirement ) CFP qualification funding Highly competitive renumeration
BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
compliance Professional certifications such as CFA or CFP are a plus. Benefits Salary: negotiable Family Leave
prospects to attain the Certified Financial Planner (CFP) title.
prospects to attain the Certified Financial Planner (CFP) title.
Relevant Bachelor's Degree Professional qualification (CFP®, CA, Actuary, CFA, legal etc) RE1 and RE5 Min 10
Relevant Bachelor's Degree Professional qualification (CFP®, CA, Actuary, CFA, legal etc) RE1 and RE5 Min 10
success Full training and development to achieve CFP qualification with Management support and assistance