Financial Planner

About the Position

We are seeking a Financial Planner to help clients manage their finances, including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous, and customer-oriented, we’d like to meet you.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

• Analyze clients’ financial statuses (e.g. income, expenses, and liabilities)
• Examine and suggest financial opportunities (e.g. insurance plans, investments)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services
• Find and approach prospective clients
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, practices, and financial products

Requirements

• Proven experience as a financial planner or similar role; experience in sales or customer service is an asset
• Ability to analyze financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Valid professional license (e.g. Series 7 & 66)
• BSc/BA in accounting, finance, business administration, or relevant field; professional certification (e.g. CFP) is a plus

We Offer

• Competitive salary
• Opportunity for professional growth
• Collaborative and supportive work environment

About the Company

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