Job Description
Financial Planner

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Financial Planner
Responsibilities include:

As a FInancial Planner, your responsibility includes be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. More about this role:

✓ Analyze financial statuses, Examine and suggest financial opportunities.
✓ Develop sound plans and budgets.
✓ Customize financial plans according to changing needs.
✓ Help implement plans and carry out transactions.
✓ Present and sell suitable financial products and services.
✓ Maintain updated knowledge of regulations, practices and financial products


✓ BSc/BA in accounting, finance, business administration or relevant field.
✓ Proven experience as 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.

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