Financial Planner (Surrey)

Responsibilities

Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions. Actively grow, expand and maintain your portfolio of clients using value‑based relationship management practices, achieving performance targets. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

Qualifications

• Must‑have Financial Planning Designation (PFP, QAFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years experience in financial planning
• A solid financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
• Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
• Nice to Have: Ability to be mobile throughout the ma...