Hybrid Financial Advisor: Personal Wealth Planner

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

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