Financial Adviser AIFA: Everyday Banking (FAIS)
Core
FAIS licensed financial adviser providing long-term insurance and investment advice to clients.
Role type
FAIS licensed financial adviser
Builds
Financial plans, insurance policies, and investment solutions
Domain
Financial Services / Insurance / Investments
Required skills
Financial planning, needs analysis, product recommendation, compliance documentation, client relationship management, sales pipeline management, practice management, coaching, regulatory adherence
Preferred skills
Long-term insurance expertise, investment portfolio management, estate planning
Technologies
Avalon, Commission systems, Client databases
Responsibilities
Conduct Financial Needs Analysis (FNA), present and implement advice recommendations, review client portfolios annually, manage sales targets and leads, ensure compliance with FAIS/FICA regulations, coach assistant advisers, maintain client databases and commission records.
Seniority
Mid-level, hands-on IC