Financial Planning Specialist
2 weeks ago
At Old Mutual, we are seeking a skilled Financial Planning Specialist to join our team. As a champion of customer success, you will identify financial needs and provide tailored advice to help individuals achieve their lifetime goals.
We are looking for a dynamic individual who is passionate about delivering exceptional results. The successful candidate will have a Bachelors Degree (B), High School (Grade 12) qualification, and excellent communication skills.
Key responsibilities include:
- Developing and implementing financial plans and solutions that meet the needs of our valued customers
- Collaborating with cross-functional teams to drive business growth and customer satisfaction
- Providing exceptional customer service and support throughout the planning process
In exchange for your expertise and dedication, you can expect a competitive salary range of $60,000 - $80,000 per annum, depending on experience and qualifications.
Beyond the benefits of a rewarding career, you will also enjoy access to ongoing training and development opportunities, as well as a dynamic and inclusive work environment that values diversity and creativity.
-
Senior Financial Planning Specialist
2 weeks ago
Kimberley, British Columbia, Canada Old Mutual Full timeWe are seeking a self-motivated and dynamic Senior Financial Planning Specialist to join one of Africa's leading insurance companies, Old Mutual.Key Responsibilities:Champion valued customers to achieve their lifetime goals by identifying financial needs and providing sound financial adviceRecommend and implement 'fit for purpose' financial plans and...
-
Strategic Financial Planning Expert
4 weeks ago
Kimberley, British Columbia, Canada Old Mutual Full timeAs a key player in our organization, you will be championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound advice. This role is ideal for self-motivated and dynamic individuals with a passionate entrepreneurial spirit who are eager to join one of Africa's leading insurance companies.We are...
-
Career Opportunities in Financial Planning
4 weeks ago
Kimberley, British Columbia, Canada Old Mutual Limited Full timeAs a champion of financial success, we are seeking dynamic individuals to join our team at Old Mutual Limited. With a passion for entrepreneurship and a drive to succeed, this role is perfect for those who aspire to be Financial Advisors.About the Role:We are looking for self-motivated and ambitious individuals to identify customer financial needs, provide...
-
Financial Services Specialist
4 weeks ago
Kimberley, British Columbia, Canada Nedbank Full timeJob DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team at Nedbank. This role will involve providing comprehensive banking solutions to clients with advanced transactional needs.Key ResponsibilitiesGrowing the domestic transactional portfolio by building and sustaining client relationshipsIdentifying and securing new...
-
Financial Services Consultant
2 weeks ago
Kimberley, British Columbia, Canada Old Mutual Full timeThe role of Financial Services Consultant provides advice on a range of financial products to allocated markets, with individual accountability for achieving results through personal efforts.Formal in-house training, completion of prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority are required, along with...
-
Senior Financial Services Specialist
3 weeks ago
Kimberley, British Columbia, Canada Sanlam Full timeCompany OverviewSanlam is a leading financial services institution that provides a wide range of services, including individual life insurance, group life insurance, unit trusts, and asset management.
-
Financial Services Professional
4 weeks ago
Kimberley, British Columbia, Canada Old Mutual Full timeJob DescriptionAs 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...
-
Professional Financial Services Expert
3 weeks ago
Kimberley, British Columbia, Canada Old Mutual Limited Full timeAbout UsOld Mutual Limited is a leading insurance company in Africa, committed to helping our customers achieve their lifetime goals.Our OpportunityWe are seeking a self-motivated and dynamic individual with a passionate entrepreneurial spirit to join our team as a Professional Financial Services Expert.Key ResponsibilitiesIdentify and understand the...
-
Financial Risk Management Specialist
4 weeks ago
Kimberley, British Columbia, Canada Sanlam Full timeCompany OverviewSanlam is a leading financial services company that prides itself on providing innovative solutions to its clients.
-
Warehouse Control Specialist
2 weeks ago
Kimberley, British Columbia, Canada Express Employment Professionals SA - PTA North Full timeJob OverviewWe are seeking a highly skilled Warehouse Control Specialist to join our team at Express Employment Professionals SA - PTA North. As a key member of our operations team, you will be responsible for ensuring the efficient management of our warehouse and fleet operations.Key ResponsibilitiesFleet Management: Oversee the maintenance and upkeep of...
-
Wildlife Conservation Fire Management Specialist
3 weeks ago
Kimberley, British Columbia, Canada Australian Wildlife Conservancy Full timeAt Australian Wildlife Conservancy, we are seeking a dedicated and experienced Fire Officer to join our team in the Kimberley region. As a key member of our Operations | Kimberley department, you will play a crucial role in safeguarding Australia's unique wildlife and ecosystems through effective fire management strategies.About the RoleThe successful...
-
Retail Operations Supervisor
3 weeks ago
Kimberley, British Columbia, Canada Boardroom Appointments Full timeRole OverviewWe are seeking an experienced Retail Operations Supervisor to join our team at Boardroom Appointments. As a key member of our operations team, you will play a critical role in supporting the Store Manager in managing day-to-day store operations.About the JobThe successful candidate will have a strong background in retail operations, with a...
-
Financial Advisor Financial Advisor
3 months ago
Kimberley, Canada Old Mutual Limited Full timep>Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice,...
-
Financial Advisor Financial Advisor
4 weeks ago
Kimberley, Canada Old Mutual Full timep>Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice,...
-
Associate Financial Adviser
4 weeks ago
Kimberley, Canada Old Mutual Full timep>Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice,...
-
Aspiring Financial Advisor
3 months ago
Kimberley, Canada Old Mutual Limited Full timeAspiring Financial Advisor (Kim) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The...
-
(Associate) Finance Adviser
4 weeks ago
Kimberley, Canada Old Mutual Full timep> Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice,...
-
Asset Finance Specialist
4 weeks ago
Kimberley, Canada Old Mutual Full timeh3>MFC Salaried Financial Advisor (Recruitment Pool) This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services...
-
Hotel Executive Housekeeper
7 months ago
Kimberley, Canada LPI Hospitality Group Corporation Full timeEducation: No degree, certificate or diploma - Experience: 5 years or more **Tasks**: - Establish and implement operational procedures for housekeeping department - Co-ordinate inspection of assigned areas - Ensure that safety standards and departmental policies are met - Maintain inventory of supplies, equipment and uniforms - Schedule and assign duties of...
-
Laboratory Assistant
7 months ago
Kimberley, Canada LifeLabs Full timeImprove lives. Love your job. Grow your career. At LifeLabs, we are focused on our vision of building a healthier Canada! We are the largest community diagnostics laboratory in Canada with over 382 collection centres, 16 laboratories and service over 20 million patients each year. Caring, Agile, Customer Driven, One Team - We live our values every day in...
-
Banking Relationship Manager
4 weeks ago
Kimberley, Canada Nedbank Full timeTransactional BankingLocation: Kimberley, ZAReference: 136413Requisition Number: 136413Closing Date: 09 December 2024Job PurposeTo expand market share among Commercial Banking clients with advanced transactional needs by providing our comprehensive suite of products to both existing and new clients. This role requires leading, guiding, supporting, and...
-
Banking Relationship Manager
4 weeks ago
Kimberley, Canada NedBank Full timeTransactional BankingRequisition Number: 136413Closing Date: 09 December 2024Location: KimberlyTalent Acquisition Consultant: Veronica ManyikeJob PurposeTo expand market share among Commercial Banking clients with advanced transactional needs by providing our comprehensive suite of products to both existing and new clients. This role requires leading,...