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Career Opportunities in Financial Planning

1 week ago

Halifax, Nova Scotia, Canada Old Mutual Full time

About Us

Old Mutual is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we are committed to empowering individuals to achieve their lifetime goals.

Our Mission

We aim to provide exceptional financial advice and quality service to our customers. Our advisers define their own destinies, forging unique career paths along the way.

The Role

We are seeking self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team. The role involves championing our valued customers to achieve their financial goals by identifying their needs, providing sound financial advice, and recommending suitable solutions.

Key Responsibilities

  • Identify customer financial needs and provide personalized advice
  • Recommend and implement financial plans and solutions
  • Build trust and strengthen customer relationships
  • Collaborate with colleagues to achieve business objectives

Required Skills and Qualifications

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Action-oriented, stakeholder-focused, and collaborative mindset
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

Benefits

  • Competitive remuneration package
  • Ongoing training and development opportunities
  • Diverse and inclusive work environment
  • Opportunity to build a successful career in a dynamic industry