Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining needs and providing solutions through the sales of managed products and services.
Role type
Financial Planner
Builds
Managed products and services (e.g. mutual funds, retirement savings plans)
Domain
Retail Banking / Financial Planning
Deliverable
client delivery
Required skills
Needs-based assessments, business development strategies, relationship management, investment strategy guidance, regulatory compliance, data analysis
Preferred skills
Creative problem solving, independent work, strategic advice integration
Technologies
Guidance tools
Responsibilities
Proactively engage with new and existing customers to identify opportunities, implement business development strategies to acquire new business, develop and implement relationship management plans, respond to customer investment requests, support achievement of sales targets, maintain current knowledge of investment products and trends
Seniority
Mid-level (3-5 years experience)
