Salaried Financial Advisor
2 months ago
About the Role
This position provides expert advice on a specific range of financial products to a designated market, with individual accountability for achieving results through personal efforts.
The role has been identified as a FAIS position, falling within the ambit contemplated by FAIS related to Category B. The successful candidate must comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity, as well as competence and relevant qualifications.
Key Responsibilities
- Provides advice in line with the customer value proposition and compliance framework.
- Develops, tracks, and reviews business plans to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of financial products.
- Prospecting is limited.
- Receives a base salary and bonuses - no commission.
Requirements
The successful candidate must possess the necessary skills, education, and experience to excel in this role.
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