Financial Planner

Company: Cross Wealth Financial Services

Company Description: Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. Since 2019, we have been serving as advocates for our clients and offering tailored insurance options, ensuring their peace of mind. Our client-centric approach sets us apart in the industry, making us a trusted partner for financial security.

Contract Type: Full Time

Experience Required: 2 years

Education Level: Grade 12

Number of vacancies: 10

Job Description

The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.