Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining client needs and providing solutions through the sales of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Managed products and services (mutual funds, retirement savings plans) and banking relationships
Domain
Retail Banking / Personal Financial Planning
Required skills
Financial planning, Investment strategy, Needs-based assessment, Business development, Relationship management, Regulatory compliance
Preferred skills
Advanced working knowledge of financial industry, Specialized knowledge from education/business experience
Technologies
Guidance tools, Marketing promotions and programs
Responsibilities
Proactively engage with new and existing customers to grow loyalty and identify opportunities, Implement business development strategies to acquire new business, Develop and implement a relationship management plan to meet client needs, Respond to customer investment requests and refer to partners where appropriate, Support the achievement of sales and performance targets, Maintain current knowledge of personal investment products and trends
Seniority
Mid-level (3-5 years experience)