Financial Planner

Job Description

Join our dynamic team as a Financial Planner, where your financial acumen will be leveraged to create excellent client experiences. You will be responsible for assessing client financial needs, forming risk assessments, and advising on asset allocation to maximise portfolio performance.

Responsibilities

• Create personal financial models based on clients' financial situation.
• Advise clients on retirement planning and long-term asset management.
• Assist in preparing financial proposals and developing investment portfolios.
• Conduct quarterly financial reviews and updates with clients.
• Collaborate with the broader advisory team to enhance service delivery.
• Utilize financial planning software to analyze client data effectively.

Requirements

Education

• Bachelor's degree in Finance, Economics, or related fields
• Master's degree in Wealth Management is a plus

Experience

• 5+ years of experience in financial advice or wealth management

Technical Skills

• Estate Planning Knowledge
• Risk Management

Soft Skills

• Negotiation Skills
• Analytical Skills

Certifications

• Registered Financial Consultant (RFC)
• Wealth Management Certified Professional (WMCP)

Languages

• English: Fluent

Advantageous

• Knowledge of retirement planning products: Experience with retirement funds and pension plans.
• Experience in coaching junior planners: Mentoring and developing junior financial planners.

Benefits

• Comprehensive health coverage
• Pension plan with company contributions
• Paid time off and leave benefits
• Support for professional certifications and education

Company Culture

• Commitment to Excellence: We aim for excellence in all we do, striving for the best results for our clients.
• Learning Environment: Encouraging continuous learning and professional development for all employees.
• Open Communication: Fostering a culture of transparent communication where everyone's voice matters.