Financial Sales Consultant

About the role

The Wealth Management Advisor provides financial planning, retirement planning, investment, and consulting services to clients. Advisors build and manage their own client books, delivering holistic financial advice and meeting clients' planning needs.

Key responsibilities

• Conduct market research
• Meet clients and complete holistic financial planning
• Build and maintain solid client relationships
• Implement wealth management strategies for clients
• Identify new business opportunities
• Prospect via networking and marketing

Required profile

• Experienced financial advisors required
• Strong background in financial planning and finance
• Experience managing a client book preferred
• Knowledge of the regional investment industry and various investment products
• Excellent communication and interpersonal skills
• Strong analytical and problem‑solving abilities
• Client‑focused approach to providing financial advice
• Commitment to ongoing education and self‑improvement
• This is NOT a training role