Description

Championing valued customers to achieve their lifetime financial goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.

Responsibilities

•  Identify clients’ financial needs
•  Provide sound financial advice
•  Recommend and implement appropriate financial plans
•  Build strong customer relationships
•  Work independently with an entrepreneurial mindset

Requirements

•  Self-motivated and dynamic individual
•  Passion for financial advisory services
•  Entrepreneurial spirit
•  Strong customer focus
•  Ability to build and maintain client relationships
•  Relevant education (Bachelor’s Degree or Grade 12 required)

Skills & Competencies

•  Action Oriented
•  Balances Stakeholders
•  Builds Networks
•  Collaborates
•  Communicates Effectively
•  Customer Focus
•  Decision Quality
•  Ensures Accountability