Overview

Join a purpose‑driven winning team committed to results in an inclusive and high‑performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high‑quality advice and service within the mass‑affluent market.

You will drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements, and establishing business development opportunities with prospects and clients within the assigned market area.

Responsibilities

• Execute business development plans for prospects and existing clients in the mass‑affluent market.
• Identify additional business‑development opportunities and facilitate the implementation of investment solutions or referrals to appropriate partners.
• Provide client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
• Co...