Financial Planner

Job Description

Understanding clients requirements to draft detailed financial plans and conduct one-on-one client meetings.
Advising clients on their existing portfolios.
Restructuring portfolios based on client needs.
Regularly reviewing clients accounts and financial plans to adapt to life changes.
Monitoring market trends.
Writing timely articles and creating podcasts.

Qualifications

What you will do

Understand clients requirements to draft detailed financial plans and conduct one-on-one client meetings.
Advise clients on their existing portfolios, including stocks, mutual funds, private equity, AIF, and other offerings provided by the company.
Restructure portfolios based on client needs.
Regularly review clients accounts and financial plans to adapt to life changes that affect financial strategy.
Monitor market trends to inform investment decisions.
Write timely articles and create podcasts on financial topics.