29 Sep
|
Big River Resources
|
Canada
29 Sep
Big River Resources
Canada
Senior Financial Adviser - CFP Join a leading national ASX-listed firm with a solid reputation in integrated Accounting & Wealth Management.
Take ownership of a $600k client book and work with a supportive advice team of five in a mature, high-performing setting.
Senior Financial Adviser - CFP This opportunity allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team.
With the backing of a large national team and partnerships network, you'll benefit from the strength of a national brand while working in a mature, strategically positioned practice.
What's on offer
Mature, nationally recognised firm with ASX listing
Strategic, integrated Accounting & Wealth Management model
Supportive leadership and established advice team of five
Loyal exiting client book
Chance to deliver sophisticated advice to Business and HNW clients
What you'll bring
Minimum 5 years' financial advice experience
Advanced investment knowledge and technical capabilities
Proven success in developing and executing HNW strategies
Excellent interpersonal and relationship-building skills
Growth mindset with drive and ambition
📌 Senior Financial Adviser – Cfp Regina (Canada)
🏢 Big River Resources
📍 Canada