Executive Financial Planner
5 months ago
**Responsibilities**:
- Develop and implement comprehensive financial plans for clients based on their financial goals and objectives
- Provide ongoing investment management and portfolio analysis
- Conduct regular reviews of client portfolios and financial plans
- Educate clients on financial planning strategies and investment options
- Build and maintain strong client relationships
- Stay current on industry trends and developments
- Collaborate with other team members to deliver exceptional service to clients
**Qualifications**:
- Bachelor's degree in Finance, Business, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience as a Financial Advisor/Planner
- Strong knowledge of financial planning principles and investment strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- FAIS compliant and fit and proper
**Benefits**:
- Competitive salary and bonus structure
- Comprehensive benefits package
- Opportunities for professional development and advancement
- Supportive work environment with a focus on collaboration and teamwork
**Education**:
- Certificate (preferred)
**Experience**:
- financial planning: 3 years (preferred)
License/Certification:
- RE5 (preferred)
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