Financial Advisor (on-going) Release time：2019-10-02 02:05:22

Key Responsibilities：
 
  • Provide Advice through effective Financial Planning
  • Build and maintain relationship with clients
  • Ongoing Training & Development
 
Qualifications:
 
  • Certified Financial Planning designation (or in process of attaining or willing to obtain)
  • Experience with Salesforce and Navi Plan would be an asset
  • Computer skills, and a general knowledge level of the MS Office suite of products
  • Successfully completed a formal sales training program