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Financial Services Professional

2 months ago

Kimberley, British Columbia, Canada Old Mutual Full time
Job Description

As a Financial Services Professional in our Enterprise Development team, you will play a vital role in championing valued customers to achieve their lifetime goals.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our organization. The key responsibilities of this role include identifying customers' financial needs, providing sound financial advice, recommending and implementing suitable financial plans and solutions.

Key Responsibilities:

  1. Conduct thorough assessments of customers' financial situations to understand their goals and objectives.
  2. Develop and implement personalized financial plans that cater to customers' unique needs.
  3. Maintain strong relationships with customers to ensure ongoing support and guidance.
  4. Stay up-to-date with industry developments and best practices to enhance professional knowledge and skills.

Requirements:

  • Bachelor's degree in a relevant field (e.g., finance, accounting, business administration).
  • High school diploma or equivalent required.

Benefits:

  • A competitive salary range of R350,000 - R450,000 per annum, depending on experience.
  • A comprehensive benefits package, including medical aid, life insurance, and retirement savings.
  • Opportunities for career growth and professional development within a leading financial services organization.