Senior Financial Professional
We are seeking a seasoned Senior Financial Professional to provide expert financial guidance, manage client portfolios, and drive business growth.
The Role
* Conduct in-depth client meetings and develop bespoke financial strategies.
* Manage investment portfolios and align them with client objectives.
* Facilitate strategy sessions with clients and assist in financial plan implementation.
* Collaborate closely with accountants, legal advisors, and estate planners.
* Develop new business opportunities through networking and referrals.
* Provide clear and compliant financial reports and advice.
* Ensure adherence to regulatory requirements and maintain professional development hours.
* Stay up-to-date on financial markets, tax regulations, and legislative changes.
* Assist in the strategic direction and growth of the Wealth Advisory division.
* Lead client education initiatives, including presentations and seminars.
* Support and mentor junior team members to enhance service delivery.
About You
* 5+ years of senior-level financial planning/advisory experience.
* Strong industry certifications and registrations.
* Excellent business development and relationship-building skills.
* Proficiency in advanced financial software and investment strategies.
* Ability to simplify complex financial concepts for clients.
This is a mid-senior level, full-time role that requires a strong understanding of financial markets, tax regulations, and legislative changes. If you have the required skills and experience, we encourage you to apply.