Financial Planner

Minimum Requirements Minimum 35 years experience as a Financial Planner within a regulated financial services environment. Proven F&I advisory experience, including structuring insurance and investment portfolios. Relevant qualification in Financial Planning, Wealth Management, or related field. RE1 and RE5 certifications (advantageous). Strong knowledge of: Investment strategies and portfolio construction Life and risk insurance products Retirement and estate planning Wealth creation and preservation strategies Demonstrated track record of delivering high-level financial advice. Computer literacy: Microsoft Office Suite and CRM systems. Valid Drivers License and own reliable vehicle (essential due to roles travel requirements). Excellent communication, presentation, and client engagement skills. Strong analytical and problem-solving capabilities. Roles and Responsibilities Partner with the Director to deliver comprehensive financial planning services. Conduct detailed financial needs ...