Junior Financial Advisor

Our client, a leading Wealth Management Company are seeking a Senior Financial Planner to join their team.

The incumbent will be responsible for financial planning services to their clients.

Responsibilities:

• Provide professional advice to clients.
• Develop and implement financial strategies.
• Assist clients with making complex financial decisions.
• Identify sales opportunities.
• Mentor junior advisors.
• Keep abreast of industry trends and regulatory changes.
• Continuously fostering existing and new relationships.

Qualifications:

• QFA, CFP or APA certified.
• Expertise in financial planning concepts.
• Excellent communication skills.
• Team player, relationship building, ability to work in fast paced environment.
• Previous experience as a Financial Advisor in a Financial Services Brokerage or Financial Institution.
• Previous experience operating a CRM system preferable but not required

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