Financial Advisor

Placements24; Kimberley; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Medical aid

Professional development

Career growth

Job summary

Placements24 is seeking a dedicated Financial Advisor in Kimberley to guide individuals and families toward long-term financial goals. You will assess client needs, develop personalized plans, and recommend investments, insurance, and retirement solutions to build trust and provide ongoing support.

The role emphasizes relationship-building, ethical practice, and staying current with market changes. A hybrid work model is offered, along with training, competitive compensation, and opportunities

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Certifications such as CFP, NQF Level 5 are essential.
• Minimum of 3 years as a Financial Advisor or similar client-facing role.
• Ability to build and manage a client portfolio.
• Strong knowledge of investments, insurance, and retirement planning.
• Excellent communication, interpersonal and sales skills.
• Adherence to ethical standards and regulatory requirements.

Responsibilities

• Conduct financial needs analyses for clients.
• Develop personalized financial plans covering investments, retirement, estate planning and insurance.
• Recommend suitable financial products and strategies based on objectives and risk tolerance.
• Build and maintain long-term client relationships.
• Stay updated on markets, products and regulatory changes.
• Educate clients on financial concepts and rationale behind strategies.

Skills

Communication

Interpersonal skills

Sales skills

Financial planning

Education

Bachelor's degree in Finance/Business or related field

CFP, NQF Level 5

Job description

About the Role

Our client is seeking a dedicated and personable Financial Advisor to guide individuals and families in achieving their long-term financial goals in Kimberley . This role involves understanding client needs, developing personalized financial plans, and recommending appropriate investment, insurance, and retirement solutions. You will build trusted relationships with clients, providing expert advice and ongoing support. This is an excellent opportunity to build a rewarding career focused on helping others secure their financial future within a reputable financial planning firm, with the flexibility of a hybrid work model.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend suitable financial products and strategies based on client objectives and risk tolerance.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay updated on financial markets, investment products, and regulatory changes.
• Educate clients on financial concepts and the rationale behind recommended strategies.

Requirements

• Bachelor's degree in Finance, Business, or a related field; relevant certifications (e.g., CFP, NQF Level 5) are essential.
• Minimum 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven ability to build and manage a client portfolio.
• Strong understanding of investment principles, insurance products, and retirement planning.
• Excellent communication, interpersonal, and sales skills.
• Adherence to ethical standards and regulatory requirements.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Hybrid work model offering a blend of office-based and remote flexibility.
• Comprehensive medical aid and retirement savings plan.
• Extensive training and professional development support.
• Opportunities for career growth and specialization within financial planning.