Financial Adviser Professional

1 week ago


Kimberley, British Columbia, Canada Absa Bank Full time
Job Summary

To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser.

Upon client approval, the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA, recommendations are made to address single or multiple needs identified on behalf of the client.

Advice recommendations must be presented under the license categories for which the adviser is accredited with Absa approved product(s) that are deemed to meet the needs of the client.


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