Financial Professional

24 hours ago

Melbourne, Victoria, Australia beBeeInvestment Full time $76,000 - $107,000

Unlock your potential as a dedicated financial professional.

As a Financial Planner, you'll build lasting relationships with members and help them achieve their goals. You'll conduct discovery meetings to determine member needs and provide effective investment solutions.

Key responsibilities include:

  • Identifying member financial needs and solutions
  • Leveraging financial planning tools to prepare customized presentations
  • Acquiring new business from existing members and prospects
  • Providing advice and counseling on investment strategies and financial decisions
  • Reviewing and communicating portfolio performance to members
  • Serving as a resource for members and staff with financial planning needs

To succeed in this role, you'll need:

  • 3-5 years of relevant experience and a post-secondary degree or diploma in a related field
  • CFP designation or similar industry planning designation
  • Eligibility to be registered with the BC Securities commission on the IIROC platform

We value diversity, equity, and inclusion. We encourage applications from underrepresented groups and offer accommodations for candidates with disabilities.

By joining our organization, you'll have access to ongoing training and development opportunities. You'll work closely with a collaborative team to drive business growth and deliver exceptional service to our members.

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