Job Summary

Financial Planners analyze the financial statements of a company or individual to identify risks, rewards, and opportunities. Also referred to as Wealth Management Advisors, these qualified experts are responsible for analyzing financial statuses, developing budgets, and preparing analysis reports. You will be responsible for managing our client’s finances, acting as a trusted advisor in areas such as investments, savings, and debt management.

In addition to being an effective communicator, you should be highly-analytical and customer-oriented. The perfect candidate for this position is a qualified professional who has experience in providing effective financial advice to a variety of individuals and businesses.