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Job Summary
Minimum Requirements to Apply:
- Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
- Certified Financial Planner® Professional designation or currently working towards this designation (preferred).
- Minimum of 2 years’ experience as a Representative on the license of a Financial Planning practice.
- Provide advice on investments, retirement planning, long-term insurance, and tax strategies.
- Review and adjust financial plans as needed.
- Assist with growing the current client base through networking, prospecting, and lead generation.
- Conduct client consultations and drive sales.
- Deliver excellent client service and ongoing relationship management.
* ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*
Merand Corbett & Associates
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