Certified Financial Planner (CFP®)

SUMMARY:
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POSITION INFO:
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP®) to deliver personalized financial solutions that truly make a difference. Duties: Develop and maintain bespoke financial plans aligned with each client's unique goals Conduct in-depth financial analysis across investments, retirement, and estate planning Advise clients with clarity and confidence on complex financial matters Monitor market and regulatory developments and adjust strategies accordingly Build and deepen trusted, long-term client relationships Ensure full compliance with FAIS and relevant regulatory requirements Requirements: Certification as a CFP® or equivalent qualification Proven experience in financial planning and analysis Strong analytical skills with th...