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
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
resignation dealth , disability and Retirement ) CFP qualification funding Highly competitive renumeration
Ability to work under pressure, Completed CFP or studying towards a CFP qualification. Please email Andrea Galloway:
Ability to work under pressure, Completed CFP or studying towards a CFP qualification. Please email Andrea Galloway:
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
service.
Relevant financial qualifications (CFP, CFA, CAIA, or similar) are preferred.
If
prospects to attain the Certified Financial Planner (CFP) title.