Posting your jobs will not be so much of hard work anymore. Use this job description template to advertise your jobs and attract the best candidate.
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.
Are you hiring this position?
Tell us your needs and we will be happy to assist you.
We have different solutions that suit your budget.
Get in Touch
Let us know how we can help you grow your company faster