Financial Planner - Victoria
1 day ago

Job summary
As a Financial Planner you will manage a portfolio of existing members and their families building long-lasting relationships with current and potential members.
Responsibilities
- Proactively identify member financial needs and solutions by considering the member s wealth business life goals and other objectives;
- Leverage financial planning tools to prepare customized presentations acquire new business from both existing members and prospects lead with advice counselling members on investment strategies and other financial decisions review communicate portfolio performance to members provide education consultation related to their investment financial needs serve as a resource for members staff with needs surrounding financial planning investments insurance tax strategies retirement analysis estate succession planning etc consistently identify opportunities for personal banking small business general insurance referrals accordingly support business objectives across lines;
Job description
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