Posted: 22 August
Offer description
As a Senior Financial Planner, you will be responsible for identifying and capitalizing on sales opportunities from existing client bases and high-intent new customer inquiries. Our clients rely on us to provide comprehensive financial solutions that meet their unique needs.
* Develop and implement effective sales strategies to drive revenue growth.
* Provide expert advice and guidance on financial matters, ensuring compliance with industry regulations and best practices.
* Maintain strong relationships with clients, colleagues, and management through exceptional communication and interpersonal skills.
* A minimum of QFA certification with CFP preferred.
* Proven track record in financial advisory sales, with a focus on delivering exceptional customer service and meeting sales targets.
* Excellent analytical, problem-solving, and decision-making skills.
* Prior experience as a Financial Advisor in a financial services brokerage or financial institution is highly desirable.
