Financial Planning Specialist

As a Financial Planning Specialist, you will deliver tailored financial advice and comprehensive planning to High Net Worth clients, supporting Advisors and assisting with business development. Ideal candidates bring extensive financial planning experience and strong analytical skills.

Skills

• financial planning
• retirement planning
• risk management
• investment planning
• pension planning
• financial analysis
• client relationship management
• coaching
• presentation delivery
• business development
• revenue generation
• professional designation (ca, cga, llb, cma)
• naviplan extended
• cch
• analytical skills
• judgment skills
• teamwork
• independent work
• financial planning designation (cfp or rfp)
• investment industry knowledge
• insurance industry knowledge