Financial Planning Specialist

2 weeks ago


Kimberley, British Columbia, Canada Old Mutual Full time

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.



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