Financial Planner Investment and Retirement Planning
Core
Create custom investment solutions and provide tailor-made financial planning advice to help clients achieve long-term financial goals.
Role type
Financial Planner (Investment and Retirement)
Builds
Custom investment portfolios and financial planning solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Planning Designation (QAFP, PFP, CFP), Mutual Funds License (IFIC, CSC), client acquisition, networking, business development, digital savviness
Responsibilities
Provide tailor-made financial planning advice and solutions, acquire and consolidate existing and new clients, connect clients with the right team members, develop external business referral sources through networking and marketing