Build your career in financial planning with LP Financial Planning Services Ltd. This office-based Financial Advisor role focuses on delivering exceptional client services to a diverse book of business.
As a Financial Advisor, you will lead strategic growth efforts and nurture high-net-worth client relationships. Your expertise in financial planning and client engagement will ensure clients achieve their financial goals through tailored solutions and comprehensive planning.
Key Responsibilities:
• Develop relationships with high-net-worth clients
• Create and implement financial plans
• Deliver top-notch client service and support
• Integrate tax, insurance, and estate planning into services
• Guide office administrative teams on client management
Requirements:
• Hold a university degree
• A minimum of 5 years' experience in finance required
• CSC/IFIC certification is mandatory
• Financial planning accreditation (CFP, RFP, PFP)
• Must be licensed...